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FTHFX vs SMERX
FTHFX vs SMERX Comparison
Open Charts FTHFX vs SMERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.89
Change-$0.51 (-1.01%)
VolumeN/A
Net Assets11.28B
Invesco Small Cap Equity R
Price$13.73
Change-$0.16 (-1.15%)
VolumeN/A
Net Assets1.07B
FTHFX vs SMERX Comparison Chart in %
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FTHFX vs. SMERX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. SMERX (1.07B). FTHFX pays higher dividends than SMERX: FTHFX (0.69) 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 : 3.58 vs. FTHFX (3.35). FTHFX return over 5 years is better than : 99.10 vs. SMERX (14.13).
| 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 | 10.964 | 9.543 | 115% |
| 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 | 1.07B | 1,057% |
| Annual Yield % from dividends | 0.69 | 0.00 | - |
| Returns for 1 year | 3.35 | 3.58 | 94% |
| Returns for 3 years | 59.30 | 38.90 | 152% |
| Returns for 5 years | 99.10 | 14.13 | 701% |
| Returns for 10 years | 174.12 | -1.21 | -14,401% |
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