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FTHFX vs SMERX
FTHFX vs SMERX Comparison
Open Charts FTHFX vs SMERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.98
Change+$0.13 (+0.26%)
VolumeN/A
Net Assets11.31B
Invesco Small Cap Equity R
Price$13.62
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets1.05B
FTHFX vs SMERX Comparison Chart in %
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FTHFX vs. SMERX commentary
Sep 18, 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.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. SMERX (1.05B). FTHFX pays higher dividends than SMERX: FTHFX (0.70) 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 : 3.76 vs. SMERX (2.71). FTHFX return over 5 years is better than : 107.61 vs. SMERX (20.83).
| 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 | 9.753 | 7.492 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 1.05B | 1,075% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 3.76 | 2.71 | 139% |
| Returns for 3 years | 55.60 | 30.81 | 180% |
| Returns for 5 years | 107.61 | 20.83 | 517% |
| Returns for 10 years | 177.04 | -2.78 | -6,364% |
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