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FTHFX vs SMERX
FTHFX vs SMERX Comparison
Open Charts FTHFX vs SMERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.67
Change+$0.81 (+1.73%)
VolumeN/A
Net Assets10.6B
Invesco Small Cap Equity R
Price$13.28
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets1.02B
FTHFX vs SMERX Comparison Chart in %
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FTHFX vs. SMERX commentary
Jul 26, 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: 10.6B vs. SMERX (1.02B). FTHFX pays higher dividends than SMERX: FTHFX (0.76) 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 : 1.84 vs. FTHFX (0.29). FTHFX return over 5 years is better than : 96.34 vs. SMERX (21.12).
| 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 | 3.170 | 4.495 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 1.02B | 1,040% |
| Annual Yield % from dividends | 0.76 | 0.00 | - |
| Returns for 1 year | 0.29 | 1.84 | 16% |
| Returns for 3 years | 43.05 | 27.53 | 156% |
| Returns for 5 years | 96.34 | 21.12 | 456% |
| Returns for 10 years | 148.43 | -10.83 | -1,370% |
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