Ad is loading...
FTHFX vs SMEIX
FTHFX vs SMEIX Comparison
Open Charts FTHFX vs SMEIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.87
Change-$0.28 (-0.58%)
VolumeN/A
Net Assets10.84B
Invesco Small Cap Equity R5
Price$19.26
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.06B
FTHFX vs SMEIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. SMEIX commentary
Jan 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 Buy and SMEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.8B vs. SMEIX (1.06B). 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 : 20.98 vs. FTHFX (14.05). FTHFX return over 5 years is better than : 80.77 vs. SMEIX (35.19).
| 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 | 5.394 | 7.778 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 1.06B | 1,019% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | 14.05 | 20.98 | 67% |
| Returns for 3 years | 39.98 | 22.99 | 174% |
| Returns for 5 years | 80.77 | 35.19 | 230% |
| Returns for 10 years | 116.68 | 20.66 | 565% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| TGRW | 41.20 | 0.74 | +1.83% |
| T. Rowe Price Growth Stock ETF | |||
| UCIB | 26.71 | 0.15 | +0.57% |
| UBS ETRACS BgCstMtCdy(CMCI)TtlRetETNSerB | |||
| BSV | 77.34 | -0.03 | -0.04% |
| Vanguard Short-Term Bond ETF | |||
| IGBH | 24.56 | -0.08 | -0.30% |
| iShares Interest Rate Hdg L/T Corp BdETF | |||
| DFAR | 23.26 | -0.45 | -1.90% |
| Dimensional US Real Estate ETF | |||