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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
Aug 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 StrongBuy and SZCIX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 12.1B vs. SZCIX (969M). FTHFX pays higher dividends than SZCIX: FTHFX (0.56) 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 : 24.72 vs. SZCIX (9.23). FTHFX return over 5 years is better than : 67.28 vs. SZCIX (34.17).
| 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 | 18.613 | 11.973 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 969M | 1,249% |
| Annual Yield % from dividends | 0.56 | 0.37 | 150% |
| Returns for 1 year | 24.72 | 9.23 | 268% |
| Returns for 3 years | 64.64 | 37.94 | 170% |
| Returns for 5 years | 67.28 | 34.17 | 197% |
| Returns for 10 years | 241.65 | 127.29 | 190% |
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