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FTHFX vs SMEFX
FTHFX vs SMEFX Comparison
Open Charts FTHFX vs SMEFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.65
Change-$1.01 (-2.21%)
VolumeN/A
Net Assets10.13B
Invesco Small Cap Equity R6
Price$18.14
Change-$0.61 (-3.25%)
VolumeN/A
Net Assets977.29M
FTHFX vs SMEFX Comparison Chart
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FTHFX vs. SMEFX commentary
Feb 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FTHFX is a Hold and SMEFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.1B vs. SMEFX (977M). FTHFX pays higher dividends than SMEFX: FTHFX (0.95) vs SMEFX (0.00). FTHFX was incepted earlier than SMEFX: FTHFX (13 years) vs SMEFX (12 years). SMEFX is a more actively managed with annual turnover of: 43.00 vs. FTHFX (35.00). FTHFX (1000000) and SMEFX (1000000) have matching initial minimum investment requirements. SMEFX annual gain was more profitable for investors over the last year : 7.78 vs. FTHFX (2.86). FTHFX return over 5 years is better than : 69.97 vs. SMEFX (24.62).
| FTHFX | SMEFX | FTHFX / SMEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | -1.695 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 977M | 1,034% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | 2.86 | 7.78 | 37% |
| Returns for 3 years | 31.39 | 15.10 | 208% |
| Returns for 5 years | 69.97 | 24.62 | 284% |
| Returns for 10 years | 95.29 | 8.31 | 1,147% |
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