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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
Jul 25, 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 Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 12.1B vs. SMERX (1.18B). FTHFX pays higher dividends than SMERX: FTHFX (0.57) 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 : 24.82 vs. SMERX (9.74). FTHFX return over 5 years is better than : 64.92 vs. SMERX (-7.45).
| 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 | 14.839 | 18.308 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 1.18B | 1,027% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | 24.82 | 9.74 | 255% |
| Returns for 3 years | 51.89 | 26.11 | 199% |
| Returns for 5 years | 64.92 | -7.45 | -872% |
| Returns for 10 years | 229.02 | 8.59 | 2,667% |
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