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FTHFX vs SMERX
FTHFX vs SMERX Comparison
Open Charts FTHFX vs SMERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.20
Change+$0.35 (+0.82%)
VolumeN/A
Net Assets9.7B
Invesco Small Cap Equity R
Price$12.18
Change+$0.13 (+1.08%)
VolumeN/A
Net Assets929.7M
FTHFX vs SMERX Comparison Chart
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FTHFX vs. SMERX commentary
May 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 Buy and SMERX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.7B vs. SMERX (930M). 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 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 : -3.14 vs. FTHFX (-5.34). FTHFX return over 5 years is better than : 97.33 vs. SMERX (26.44).
| 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 | -5.658 | -4.968 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.7B | 930M | 1,043% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | -5.34 | -3.14 | 170% |
| Returns for 3 years | 33.91 | 17.10 | 198% |
| Returns for 5 years | 97.33 | 26.44 | 368% |
| Returns for 10 years | 127.18 | -19.93 | -638% |
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