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FTHFX vs SMEIX
FTHFX vs SMEIX Comparison
Open Charts FTHFX vs SMEIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.65
Change-$1.01 (-2.21%)
VolumeN/A
Net Assets10.13B
Invesco Small Cap Equity R5
Price$17.87
Change-$0.59 (-3.20%)
VolumeN/A
Net Assets977.29M
FTHFX vs SMEIX Comparison Chart
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FTHFX vs. SMEIX commentary
Feb 23, 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 SMEIX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.1B vs. SMEIX (977M). FTHFX pays higher dividends than SMEIX: FTHFX (0.95) vs SMEIX (0.00). FTHFX was incepted earlier than SMEIX: FTHFX (13 years) vs SMEIX (20 years). SMEIX is a more actively managed with annual turnover of: 43.00 vs. FTHFX (35.00). FTHFX (1000000) and SMEIX (1000000) have matching initial minimum investment requirements. SMEIX annual gain was more profitable for investors over the last year : 7.72 vs. FTHFX (2.86). FTHFX return over 5 years is better than : 69.97 vs. SMEIX (23.79).
| FTHFX | SMEIX | FTHFX / SMEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | -1.695 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 977M | 1,034% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | 2.86 | 7.72 | 37% |
| Returns for 3 years | 31.39 | 14.77 | 212% |
| Returns for 5 years | 69.97 | 23.79 | 294% |
| Returns for 10 years | 95.29 | 6.88 | 1,385% |
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