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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 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 SZCIX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.2B vs. SZCIX (1.1B). 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 : 28.17 vs. SZCIX (16.01). FTHFX return over 5 years is better than : 54.70 vs. SZCIX (29.14).
| 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 | 10.196 | 11.552 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.1B | 1,015% |
| Annual Yield % from dividends | 0.59 | 0.37 | 160% |
| Returns for 1 year | 28.17 | 16.01 | 176% |
| Returns for 3 years | 59.44 | 42.95 | 138% |
| Returns for 5 years | 54.70 | 29.14 | 188% |
| Returns for 10 years | 239.03 | 141.35 | 169% |
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