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FTHFX vs SMERX
FTHFX vs SMERX Comparison
Open Charts FTHFX vs SMERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.34
Change+$0.27 (+0.67%)
VolumeN/A
Net Assets9.13B
Invesco Small Cap Equity R
Price$11.23
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets861.2M
FTHFX vs SMERX Comparison Chart
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FTHFX vs. SMERX commentary
Apr 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 Buy and SMERX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.14B vs. SMERX (861M). FTHFX pays higher dividends than SMERX: FTHFX (0.82) vs SMERX (0.00). FTHFX was incepted earlier than SMERX: FTHFX (14 years) vs SMERX (23 years). SMERX (1.51) is less costly to investors than FTHFX (0.63). SMERX (43.00) and FTHFX (41.00) have comparable annual turnover. 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 : -5.58 vs. FTHFX (-7.16). FTHFX return over 5 years is better than : 93.37 vs. SMERX (27.69).
| FTHFX | SMERX | FTHFX / SMERX | |
| Total Expense Ratio | 0.63 | 1.51 | 42% |
| Annual Report Gross Expense Ratio | 0.63 | 1.51 | 42% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -11.779 | -11.987 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.14B | 861M | 1,061% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | -7.16 | -5.58 | 128% |
| Returns for 3 years | 19.87 | -3.13 | -636% |
| Returns for 5 years | 93.37 | 27.69 | 337% |
| Returns for 10 years | 76.84 | -27.15 | -283% |
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