Interact to see
Advertisement
Advertisement
FTHFX vs SMEFX
FTHFX vs SMEFX Comparison
Open Charts FTHFX vs SMEFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.11
Change+$0.54 (+1.09%)
VolumeN/A
Net Assets11.26B
Invesco Small Cap Equity R6
Price$19.63
Change+$0.14 (+0.72%)
VolumeN/A
Net Assets1.04B
FTHFX vs SMEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. SMEFX commentary
Sep 29, 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 SMEFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. SMEFX (1.04B). FTHFX pays higher dividends than SMEFX: FTHFX (0.70) vs SMEFX (0.00). FTHFX was incepted earlier than SMEFX: FTHFX (14 years) vs SMEFX (13 years). SMEFX (0.81) is less costly to investors than FTHFX (0.63). SMEFX is a more actively managed with annual turnover of: 50.00 vs. FTHFX (41.00). FTHFX (1000000) and SMEFX (1000000) have matching initial minimum investment requirements. SMEFX annual gain was more profitable for investors over the last year : 4.69 vs. FTHFX (2.48). FTHFX return over 5 years is better than : 114.02 vs. SMEFX (41.03).
| FTHFX | SMEFX | FTHFX / SMEFX | |
| Total Expense Ratio | 0.63 | 0.81 | 78% |
| Annual Report Gross Expense Ratio | 0.63 | 0.81 | 78% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 10.326 | 8.214 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 1.04B | 1,082% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 2.48 | 4.69 | 53% |
| Returns for 3 years | 63.88 | 49.28 | 130% |
| Returns for 5 years | 114.02 | 41.03 | 278% |
| Returns for 10 years | 189.61 | 33.03 | 574% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement