Ad is loading...
FTHFX vs SMERX
FTHFX vs SMERX Comparison
Open Charts FTHFX vs SMERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.34
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets10.65B
Invesco Small Cap Equity R
Price$13.36
Change+$0.09 (+0.68%)
VolumeN/A
Net Assets1.04B
FTHFX vs SMERX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. SMERX commentary
Jan 19, 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 SMERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.6B vs. SMERX (1.04B). 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 annual gain was more profitable for investors over the last year : 17.19 vs. FTHFX (14.58). FTHFX return over 5 years is better than : 75.76 vs. SMERX (14.29).
| 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 | 4.227 | 5.363 | 79% |
| 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 | 1.04B | 1,023% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | 14.58 | 17.19 | 85% |
| Returns for 3 years | 32.29 | 8.53 | 379% |
| Returns for 5 years | 75.76 | 14.29 | 530% |
| Returns for 10 years | 117.48 | -4.64 | -2,532% |
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 % |
| SCHG | 28.29 | 0.37 | +1.33% |
| Schwab US Large-Cap Growth ETF™ | |||
| NTSE | 28.66 | 0.12 | +0.43% |
| WisdomTree Emerging Mkts Effcnt Cr ETF | |||
| FXG | 63.88 | 0.15 | +0.24% |
| First Trust Cnsmr Staples AlphaDEX® ETF | |||
| FDEV | 27.57 | N/A | N/A |
| Fidelity International Multifactor ETF | |||
| YEAR | 50.41 | -0.02 | -0.04% |
| AB Ultra Short Income ETF | |||