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FTHFX vs SMERX
FTHFX vs SMERX Comparison
Open Charts FTHFX vs SMERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.16
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets10.02B
Invesco Small Cap Equity R
Price$12.55
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets970.73M
FTHFX vs SMERX Comparison Chart
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FTHFX vs. SMERX commentary
Jun 07, 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: 10B vs. SMERX (971M). 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 : 1.37 vs. FTHFX (-1.67). FTHFX return over 5 years is better than : 79.80 vs. SMERX (12.16).
| 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 | -2.884 | -1.104 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 971M | 1,030% |
| Annual Yield % from dividends | 0.79 | 0.00 | - |
| Returns for 1 year | -1.67 | 1.37 | -121% |
| Returns for 3 years | 29.39 | 13.79 | 213% |
| Returns for 5 years | 79.80 | 12.16 | 656% |
| Returns for 10 years | 136.67 | -17.99 | -760% |
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