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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
Sep 13, 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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 12.1B vs. SMEFX (1.1B). 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 : 15.30 vs. SMEFX (3.28). FTHFX return over 5 years is better than : 60.92 vs. SMEFX (0.50).
| 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 | 14.839 | 11.749 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 1.1B | 1,097% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 15.30 | 3.28 | 466% |
| Returns for 3 years | 58.68 | 32.79 | 179% |
| Returns for 5 years | 60.92 | 0.50 | 12,109% |
| Returns for 10 years | 237.29 | 35.57 | 667% |
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