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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
Sep 15, 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 Buy and SZCIX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 12.1B vs. SZCIX (906M). FTHFX pays higher dividends than SZCIX: FTHFX (0.56) vs SZCIX (0.38). 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 : 16.49 vs. SZCIX (3.08). FTHFX return over 5 years is better than : 62.58 vs. SZCIX (26.55).
| 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 | 16.025 | 8.870 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 906M | 1,336% |
| Annual Yield % from dividends | 0.56 | 0.38 | 149% |
| Returns for 1 year | 16.49 | 3.08 | 536% |
| Returns for 3 years | 60.32 | 35.09 | 172% |
| Returns for 5 years | 62.58 | 26.55 | 236% |
| Returns for 10 years | 240.77 | 125.52 | 192% |
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