Interact to see
Advertisement
Advertisement
FTHFX vs SZCRX
FTHFX vs SZCRX Comparison
Open Charts FTHFX vs SZCRX
FTHFX vs SZCRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. SZCRX commentary
Aug 23, 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 SZCRX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 12.1B vs. SZCRX (969M). SZCRX (0.56) and FTHFX (0.56) have matching dividends . FTHFX was incepted earlier than SZCRX: FTHFX (15 years) vs SZCRX (10 years). SZCRX (0.79) is less costly to investors than FTHFX (0.64). FTHFX is a more actively managed with annual turnover of: 28.00 vs. SZCRX (16.00). SZCRX has a lower initial minimum investment than FTHFX: SZCRX (0) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : 24.72 vs. SZCRX (9.32). FTHFX return over 5 years is better than : 67.28 vs. SZCRX (34.68).
| FTHFX | SZCRX | FTHFX / SZCRX | |
| Total Expense Ratio | 0.64 | 0.79 | 81% |
| Annual Report Gross Expense Ratio | 0.64 | 0.79 | 81% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 18.613 | 12.059 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 969M | 1,249% |
| Annual Yield % from dividends | 0.56 | 0.56 | 99% |
| Returns for 1 year | 24.72 | 9.32 | 265% |
| Returns for 3 years | 64.64 | 38.30 | 169% |
| Returns for 5 years | 67.28 | 34.68 | 194% |
| Returns for 10 years | 241.65 | 128.43 | 188% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers