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FTHFX vs SMEIX
FTHFX vs SMEIX Comparison
Open Charts FTHFX vs SMEIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$38.92
Change-$1.63 (-4.02%)
VolumeN/A
Net Assets8.97B
Invesco Small Cap Equity R5
Price$15.17
Change-$0.75 (-4.71%)
VolumeN/A
Net Assets933.75M
FTHFX vs SMEIX Comparison Chart
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FTHFX vs. SMEIX commentary
Apr 08, 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: 8.97B vs. SMEIX (934M). FTHFX pays higher dividends than SMEIX: FTHFX (0.82) vs SMEIX (0.00). FTHFX was incepted earlier than SMEIX: FTHFX (14 years) vs SMEIX (20 years). SMEIX (0.89) is less costly to investors than FTHFX (0.63). SMEIX (43.00) and FTHFX (41.00) have comparable annual turnover. FTHFX (1000000) and SMEIX (1000000) have matching initial minimum investment requirements. SMEIX annual gain was more profitable for investors over the last year : -10.61 vs. FTHFX (-13.58). FTHFX return over 5 years is better than : 114.14 vs. SMEIX (62.91).
| FTHFX | SMEIX | FTHFX / SMEIX | |
| Total Expense Ratio | 0.63 | 0.89 | 71% |
| Annual Report Gross Expense Ratio | 0.63 | 0.89 | 71% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | -14.311 | -15.109 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 934M | 961% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | -13.58 | -10.61 | 128% |
| Returns for 3 years | 15.52 | -4.05 | -383% |
| Returns for 5 years | 114.14 | 62.91 | 181% |
| Returns for 10 years | 73.33 | -10.49 | -699% |
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