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FTHFX vs SMERX
FTHFX vs SMERX Comparison
Open Charts FTHFX vs SMERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$45.96
Change-$1.64 (-3.45%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Equity R
Price$12.70
Change-$0.54 (-4.08%)
VolumeN/A
CapitalizationN/A
FTHFX vs SMERX Comparison Chart
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FTHFX vs. SMERX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.6B vs. SMERX (1.05B). FTHFX pays higher dividends than SMERX: FTHFX (0.95) vs SMERX (0.00). FTHFX was incepted earlier than SMERX: FTHFX (13 years) vs SMERX (23 years). SMERX is a more actively managed with annual turnover of: 43.00 vs. FTHFX (35.00). SMERX has a lower initial minimum investment than FTHFX: SMERX (1000) vs FTHFX (1000000). SMERX (14.93) and FTHFX (14.69) have marching annual gain over last year. FTHFX return over 5 years is better than : 78.82 vs. SMERX (15.73).
| FTHFX | SMERX | FTHFX / SMERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 13.441 | 12.681 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 1.05B | 1,012% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | 14.69 | 14.93 | 98% |
| Returns for 3 years | 32.34 | 3.44 | 941% |
| Returns for 5 years | 78.82 | 15.73 | 501% |
| Returns for 10 years | 114.19 | -7.99 | -1,429% |
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