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FTHFX vs SMEFX
FTHFX vs SMEFX Comparison
Open Charts FTHFX vs SMEFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$39.57
Change-$1.45 (-3.53%)
VolumeN/A
Net Assets9.41B
Invesco Small Cap Equity R6
Price$15.72
Change-$0.60 (-3.68%)
VolumeN/A
Net Assets878.36M
FTHFX vs SMEFX Comparison Chart
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FTHFX vs. SMEFX commentary
Apr 11, 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: 9.41B vs. SMEFX (878M). FTHFX pays higher dividends than SMEFX: FTHFX (0.82) vs SMEFX (0.00). FTHFX was incepted earlier than SMEFX: FTHFX (14 years) vs SMEFX (13 years). SMEFX (0.82) is less costly to investors than FTHFX (0.63). SMEFX (43.00) and FTHFX (41.00) have comparable annual turnover. FTHFX (1000000) and SMEFX (1000000) have matching initial minimum investment requirements. SMEFX annual gain was more profitable for investors over the last year : -4.39 vs. FTHFX (-7.51). FTHFX return over 5 years is better than : 92.14 vs. SMEFX (46.51).
| FTHFX | SMEFX | FTHFX / SMEFX | |
| Total Expense Ratio | 0.63 | 0.82 | 77% |
| Annual Report Gross Expense Ratio | 0.63 | 0.82 | 77% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | -9.687 | -10.033 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.41B | 878M | 1,071% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | -7.51 | -4.39 | 171% |
| Returns for 3 years | 23.93 | 4.88 | 490% |
| Returns for 5 years | 92.14 | 46.51 | 198% |
| Returns for 10 years | 81.25 | -4.99 | -1,628% |
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