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FTHFX vs SZCIX
FTHFX vs SZCIX Comparison
Open Charts FTHFX vs SZCIX
FTHFX vs SZCIX Comparison Chart in %
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FTHFX vs. SZCIX 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 SZCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.2B vs. SZCIX (1.11B). FTHFX pays higher dividends than SZCIX: FTHFX (0.59) vs SZCIX (0.37). FTHFX was incepted earlier than SZCIX: FTHFX (15 years) vs SZCIX (10 years). SZCIX (0.86) is less costly to investors than FTHFX (0.64). FTHFX is a more actively managed with annual turnover of: 28.00 vs. SZCIX (16.00). FTHFX (1000000) and SZCIX (1000000) have matching initial minimum investment requirements. FTHFX annual gain was more profitable for investors over the last year : 30.99 vs. SZCIX (17.11). FTHFX return over 5 years is better than : 61.64 vs. SZCIX (31.05).
| FTHFX | SZCIX | FTHFX / SZCIX | |
| Total Expense Ratio | 0.64 | 0.86 | 74% |
| Annual Report Gross Expense Ratio | 0.64 | 0.86 | 74% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 12.922 | 13.525 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.11B | 1,008% |
| Annual Yield % from dividends | 0.59 | 0.37 | 160% |
| Returns for 1 year | 30.99 | 17.11 | 181% |
| Returns for 3 years | 61.63 | 44.71 | 138% |
| Returns for 5 years | 61.64 | 31.05 | 198% |
| Returns for 10 years | 248.41 | 154.50 | 161% |
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