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FTHFX vs SMERX
FTHFX vs SMERX Comparison
Open Charts FTHFX vs SMERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.65
Change-$1.01 (-2.21%)
VolumeN/A
Net Assets10.35B
Invesco Small Cap Equity R
Price$12.67
Change-$0.42 (-3.21%)
VolumeN/A
Net Assets1.01B
FTHFX vs SMERX Comparison Chart
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FTHFX vs. SMERX commentary
Feb 22, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.4B vs. SMERX (1.01B). FTHFX pays higher dividends than SMERX: FTHFX (0.95) vs SMERX (0.00). FTHFX was incepted earlier than SMERX: FTHFX (13 years) vs SMERX (23 years). SMERX is a more actively managed with annual turnover of: 43.00 vs. FTHFX (35.00). 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 : 10.51 vs. FTHFX (7.87). FTHFX return over 5 years is better than : 76.06 vs. SMERX (14.22).
| FTHFX | SMERX | FTHFX / SMERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 1.827 | 4.495 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 1.01B | 1,029% |
| Annual Yield % from dividends | 0.95 | 0.00 | - |
| Returns for 1 year | 7.87 | 10.51 | 75% |
| Returns for 3 years | 34.02 | 12.19 | 279% |
| Returns for 5 years | 76.06 | 14.22 | 535% |
| Returns for 10 years | 102.78 | -11.01 | -933% |
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