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FTHFX vs SMEAX
FTHFX vs SMEAX Comparison
Open Charts FTHFX vs SMEAX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.16
Change+$0.61 (+1.23%)
VolumeN/A
Net Assets11.27B
Invesco Small Cap Equity A
Price$15.73
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets1.05B
FTHFX vs SMEAX Comparison Chart in %
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FTHFX vs. SMEAX commentary
Sep 09, 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 Buy and SMEAX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. SMEAX (1.05B). FTHFX pays higher dividends than SMEAX: FTHFX (0.70) 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 (8.53) and SMEAX (8.18) have marching annual gain over last year. FTHFX return over 5 years is better than : 103.71 vs. SMEAX (26.24).
| 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 | 10.502 | 7.666 | 137% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 1.05B | 1,076% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 8.53 | 8.18 | 104% |
| Returns for 3 years | 56.33 | 34.67 | 162% |
| Returns for 5 years | 103.71 | 26.24 | 395% |
| Returns for 10 years | 178.64 | 5.93 | 3,015% |
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