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FTHFX vs SMERX
FTHFX vs SMERX Comparison
Open Charts FTHFX vs SMERX
FTHFX vs SMERX Comparison Chart in %
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FTHFX vs. SMERX commentary
Jun 24, 2026
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: 11.2B vs. SMERX (1.23B). FTHFX pays higher dividends than SMERX: FTHFX (0.59) vs SMERX (0.00). FTHFX was incepted earlier than SMERX: FTHFX (15 years) vs SMERX (24 years). SMERX (1.47) is less costly to investors than FTHFX (0.64). SMERX is a more actively managed with annual turnover of: 60.00 vs. FTHFX (28.00). SMERX has a lower initial minimum investment than FTHFX: SMERX (1000) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : 30.99 vs. SMERX (19.35). FTHFX return over 5 years is better than : 61.64 vs. SMERX (-5.49).
| FTHFX | SMERX | FTHFX / SMERX | |
| Total Expense Ratio | 0.64 | 1.47 | 44% |
| Annual Report Gross Expense Ratio | 0.64 | 1.47 | 44% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 12.922 | 21.969 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.23B | 909% |
| Annual Yield % from dividends | 0.59 | 0.00 | - |
| Returns for 1 year | 30.99 | 19.35 | 160% |
| Returns for 3 years | 61.63 | 39.18 | 157% |
| Returns for 5 years | 61.64 | -5.49 | -1,124% |
| Returns for 10 years | 248.41 | 18.69 | 1,329% |
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