Interact to see
Advertisement
Advertisement
FTHFX vs SMEFX
FTHFX vs SMEFX Comparison
Open Charts FTHFX vs SMEFX
FTHFX vs SMEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. SMEFX commentary
Jun 24, 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 Hold and SMEFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.2B vs. SMEFX (1.23B). FTHFX pays higher dividends than SMEFX: FTHFX (0.59) 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 : 30.99 vs. SMEFX (24.07). FTHFX return over 5 years is better than : 61.64 vs. SMEFX (9.78).
| 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 | 12.922 | 22.240 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.23B | 909% |
| Annual Yield % from dividends | 0.59 | 0.00 | - |
| Returns for 1 year | 30.99 | 24.07 | 129% |
| Returns for 3 years | 61.63 | 50.54 | 122% |
| Returns for 5 years | 61.64 | 9.78 | 630% |
| Returns for 10 years | 248.41 | 55.16 | 450% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement