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FTHFX vs SMEAX
FTHFX vs SMEAX Comparison
Open Charts FTHFX vs SMEAX
FullerThaler Behavioral Sm-Cp Eq R6
Price$48.37
Change-$0.38 (-0.78%)
VolumeN/A
Net Assets10.99B
Invesco Small Cap Equity A
Price$15.22
Change-$0.13 (-0.85%)
VolumeN/A
Net Assets1.02B
FTHFX vs SMEAX Comparison Chart in %
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FTHFX vs. SMEAX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11B vs. SMEAX (1.02B). FTHFX pays higher dividends than SMEAX: FTHFX (0.74) 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 : 4.59 vs. SMEAX (3.54). FTHFX return over 5 years is better than : 89.14 vs. SMEAX (19.19).
| 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 | 6.495 | 4.175 | 156% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 1.02B | 1,083% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | 4.59 | 3.54 | 130% |
| Returns for 3 years | 37.22 | 16.81 | 221% |
| Returns for 5 years | 89.14 | 19.19 | 465% |
| Returns for 10 years | 154.43 | -2.19 | -7,067% |
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