FTHFX
Price
$44.16
Change
+$0.05 (+0.11%)
Updated
Jun 5 closing price
Net Assets
10.02B
SMERX
Price
$12.55
Change
+$0.01 (+0.08%)
Updated
Jun 5 closing price
Net Assets
970.73M
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FTHFX vs SMERX

Header iconFTHFX vs SMERX Comparison
Open Charts FTHFX vs SMERXBanner chart's image
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.16
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets10.02B
Invesco Small Cap Equity R
Price$12.55
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets970.73M
FTHFX vs SMERX Comparison Chart
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FTHFX vs. SMERX commentary
Jun 07, 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 SMERX is a Buy.

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FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10B vs. SMERX (971M). FTHFX pays higher dividends than SMERX: FTHFX (0.79) vs SMERX (0.00). FTHFX was incepted earlier than SMERX: FTHFX (14 years) vs SMERX (23 years). SMERX (1.50) is less costly to investors than FTHFX (0.63). SMERX is a more actively managed with annual turnover of: 50.00 vs. FTHFX (41.00). SMERX has a lower initial minimum investment than FTHFX: SMERX (1000) vs FTHFX (1000000). SMERX annual gain was more profitable for investors over the last year : 1.37 vs. FTHFX (-1.67). FTHFX return over 5 years is better than : 79.80 vs. SMERX (12.16).
FTHFXSMERXFTHFX / SMERX
Total Expense Ratio0.631.5042%
Annual Report Gross Expense Ratio0.631.5042%
Fund Existence14 years23 years-
Gain YTD-2.884-1.104261%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets10B971M1,030%
Annual Yield % from dividends0.790.00-
Returns for 1 year-1.671.37-121%
Returns for 3 years29.3913.79213%
Returns for 5 years79.8012.16656%
Returns for 10 years136.67-17.99-760%
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