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FTHFX vs SZCRX
FTHFX vs SZCRX Comparison
Open Charts FTHFX vs SZCRX
FTHFX vs SZCRX Comparison Chart in %
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FTHFX vs. SZCRX commentary
Jul 31, 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 SZCRX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 12.1B vs. SZCRX (1.04B). FTHFX pays higher dividends than SZCRX: FTHFX (0.57) vs SZCRX (0.53). 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 : 25.83 vs. SZCRX (11.36). FTHFX return over 5 years is better than : 64.69 vs. SZCRX (32.35).
| 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 | 16.558 | 11.139 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 1.04B | 1,161% |
| Annual Yield % from dividends | 0.57 | 0.53 | 107% |
| Returns for 1 year | 25.83 | 11.36 | 227% |
| Returns for 3 years | 53.18 | 34.27 | 155% |
| Returns for 5 years | 64.69 | 32.35 | 200% |
| Returns for 10 years | 237.90 | 128.34 | 185% |
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