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FTHFX vs SMERX
FTHFX vs SMERX Comparison
Open Charts FTHFX vs SMERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$48.37
Change-$0.38 (-0.78%)
VolumeN/A
Net Assets10.99B
Invesco Small Cap Equity R
Price$13.20
Change-$0.11 (-0.83%)
VolumeN/A
Net Assets1.02B
FTHFX vs SMERX Comparison Chart in %
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FTHFX vs. SMERX commentary
Aug 17, 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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11B vs. SMERX (1.02B). FTHFX pays higher dividends than SMERX: FTHFX (0.74) 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). FTHFX annual gain was more profitable for investors over the last year : 4.59 vs. SMERX (2.25). FTHFX return over 5 years is better than : 89.14 vs. SMERX (13.01).
| FTHFX | SMERX | FTHFX / SMERX | |
| Total Expense Ratio | 0.63 | 1.50 | 42% |
| Annual Report Gross Expense Ratio | 0.63 | 1.50 | 42% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 6.495 | 4.101 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 1.02B | 1,083% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | 4.59 | 2.25 | 204% |
| Returns for 3 years | 37.22 | 14.19 | 262% |
| Returns for 5 years | 89.14 | 13.01 | 685% |
| Returns for 10 years | 154.43 | -11.17 | -1,382% |
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