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FTHFX vs SMEFX
FTHFX vs SMEFX Comparison
Open Charts FTHFX vs SMEFX
FTHFX vs SMEFX Comparison Chart in %
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FTHFX vs. SMEFX commentary
Aug 03, 2026
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 Buy and SMEFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 12.1B vs. SMEFX (1.14B). FTHFX pays higher dividends than SMEFX: FTHFX (0.56) vs SMEFX (0.00). FTHFX was incepted earlier than SMEFX: FTHFX (15 years) vs SMEFX (14 years). SMEFX (0.82) is less costly to investors than FTHFX (0.64). SMEFX is a more actively managed with annual turnover of: 60.00 vs. FTHFX (28.00). FTHFX (1000000) and SMEFX (1000000) have matching initial minimum investment requirements. FTHFX annual gain was more profitable for investors over the last year : 27.29 vs. SMEFX (11.91). FTHFX return over 5 years is better than : 65.47 vs. SMEFX (2.60).
| FTHFX | SMEFX | FTHFX / SMEFX | |
| Total Expense Ratio | 0.64 | 0.82 | 78% |
| Annual Report Gross Expense Ratio | 0.64 | 0.82 | 78% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 17.111 | 14.973 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 1.14B | 1,061% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 27.29 | 11.91 | 229% |
| Returns for 3 years | 54.50 | 32.08 | 170% |
| Returns for 5 years | 65.47 | 2.60 | 2,521% |
| Returns for 10 years | 244.71 | 40.41 | 606% |
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