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FTHFX vs SMEFX
FTHFX vs SMEFX Comparison
Open Charts FTHFX vs SMEFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.38
Change-$0.10 (-0.21%)
VolumeN/A
Net Assets10.71B
Invesco Small Cap Equity R6
Price$18.60
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets998.76M
FTHFX vs SMEFX Comparison Chart in %
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FTHFX vs. SMEFX commentary
Aug 12, 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: 10.7B vs. SMEFX (999M). FTHFX pays higher dividends than SMEFX: FTHFX (0.74) vs SMEFX (0.00). FTHFX was incepted earlier than SMEFX: FTHFX (14 years) vs SMEFX (13 years). SMEFX (0.81) is less costly to investors than FTHFX (0.63). SMEFX is a more actively managed with annual turnover of: 50.00 vs. FTHFX (41.00). FTHFX (1000000) and SMEFX (1000000) have matching initial minimum investment requirements. SMEFX annual gain was more profitable for investors over the last year : 7.00 vs. FTHFX (4.89). FTHFX return over 5 years is better than : 84.20 vs. SMEFX (26.13).
| FTHFX | SMEFX | FTHFX / SMEFX | |
| Total Expense Ratio | 0.63 | 0.81 | 78% |
| Annual Report Gross Expense Ratio | 0.63 | 0.81 | 78% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 4.535 | 2.811 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 999M | 1,071% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | 4.89 | 7.00 | 70% |
| Returns for 3 years | 35.71 | 19.47 | 183% |
| Returns for 5 years | 84.20 | 26.13 | 322% |
| Returns for 10 years | 150.73 | 11.68 | 1,290% |
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