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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 03, 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 StrongBuy and SMERX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.2B vs. SMERX (1.16B). 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 : 28.17 vs. SMERX (14.27). FTHFX return over 5 years is better than : 54.70 vs. SMERX (-10.60).
| 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 | 10.196 | 15.297 | 67% |
| 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 | 1.16B | 963% |
| Annual Yield % from dividends | 0.59 | 0.00 | - |
| Returns for 1 year | 28.17 | 14.27 | 197% |
| Returns for 3 years | 59.44 | 32.18 | 185% |
| Returns for 5 years | 54.70 | -10.60 | -516% |
| Returns for 10 years | 239.03 | 6.70 | 3,567% |
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