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FTHFX vs SMEAX
FTHFX vs SMEAX Comparison
Open Charts FTHFX vs SMEAX
FullerThaler Behavioral Sm-Cp Eq R6
Price$52.07
Change+$0.57 (+1.11%)
VolumeN/A
Net Assets11.13B
Invesco Small Cap Equity A
Price$16.39
Change+$0.17 (+1.05%)
VolumeN/A
Net Assets1.09B
FTHFX vs SMEAX Comparison Chart in %
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FTHFX vs. SMEAX commentary
Dec 13, 2025
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 SMEAX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. SMEAX (1.09B). FTHFX pays higher dividends than SMEAX: FTHFX (0.69) vs SMEAX (0.00). FTHFX was incepted earlier than SMEAX: FTHFX (14 years) vs SMEAX (25 years). SMEAX (1.25) is less costly to investors than FTHFX (0.63). SMEAX is a more actively managed with annual turnover of: 50.00 vs. FTHFX (41.00). SMEAX has a lower initial minimum investment than FTHFX: SMEAX (1000) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : 7.21 vs. SMEAX (-2.67). FTHFX return over 5 years is better than : 81.55 vs. SMEAX (14.30).
| FTHFX | SMEAX | FTHFX / SMEAX | |
| Total Expense Ratio | 0.63 | 1.25 | 50% |
| Annual Report Gross Expense Ratio | 0.63 | 1.25 | 50% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 14.641 | 12.183 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 1.09B | 1,016% |
| Annual Yield % from dividends | 0.69 | 0.00 | - |
| Returns for 1 year | 7.21 | -2.67 | -270% |
| Returns for 3 years | 47.92 | 34.12 | 140% |
| Returns for 5 years | 81.55 | 14.30 | 570% |
| Returns for 10 years | 196.61 | 23.79 | 826% |
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