FTHFX
Price
$45.42
Change
+$0.26 (+0.58%)
Updated
Jun 27 closing price
Net Assets
10.26B
SMERX
Price
$13.07
Change
+$0.06 (+0.46%)
Updated
Jun 27 closing price
Net Assets
1B
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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$45.42
Change+$0.26 (+0.58%)
VolumeN/A
Net Assets10.26B
Invesco Small Cap Equity R
Price$13.07
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets1B
FTHFX vs SMERX Comparison Chart in %
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FTHFX vs. SMERX commentary
Jun 28, 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 Buy.

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FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.3B vs. SMERX (1B). 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 : 5.86 vs. FTHFX (2.05). FTHFX return over 5 years is better than : 101.00 vs. SMERX (28.81).
FTHFXSMERXFTHFX / SMERX
Total Expense Ratio0.631.5042%
Annual Report Gross Expense Ratio0.631.5042%
Fund Existence14 years23 years-
Gain YTD-0.5722.603-22%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets10.3B1B1,026%
Annual Yield % from dividends0.790.00-
Returns for 1 year2.055.8635%
Returns for 3 years43.9429.45149%
Returns for 5 years101.0028.81351%
Returns for 10 years143.28-14.80-968%
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