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FTHFX vs STMSX
FTHFX vs STMSX Comparison
Open Charts FTHFX vs STMSX
FTHFX vs STMSX Comparison Chart in %
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FTHFX vs. STMSX 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 STMSX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.2B vs. STMSX (737M). FTHFX pays higher dividends than STMSX: FTHFX (0.59) vs STMSX (0.37). FTHFX was incepted earlier than STMSX: FTHFX (15 years) vs STMSX (26 years). STMSX (1.24) is less costly to investors than FTHFX (0.64). STMSX is a more actively managed with annual turnover of: 36.00 vs. FTHFX (28.00). STMSX has a lower initial minimum investment than FTHFX: STMSX (100000) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : 28.17 vs. STMSX (22.01). FTHFX return over 5 years is better than : 54.70 vs. STMSX (-4.60).
| FTHFX | STMSX | FTHFX / STMSX | |
| Total Expense Ratio | 0.64 | 1.10 | 58% |
| Annual Report Gross Expense Ratio | 0.64 | 1.24 | 52% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 10.196 | 12.041 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 737M | 1,520% |
| Annual Yield % from dividends | 0.59 | 0.37 | 162% |
| Returns for 1 year | 28.17 | 22.01 | 128% |
| Returns for 3 years | 59.44 | 19.29 | 308% |
| Returns for 5 years | 54.70 | -4.60 | -1,189% |
| Returns for 10 years | 239.03 | 50.72 | 471% |
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