Interact to see
Advertisement
Advertisement
FTHFX vs SMEFX
FTHFX vs SMEFX Comparison
Open Charts FTHFX vs SMEFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$52.62
Change+$0.17 (+0.32%)
VolumeN/A
Net Assets11.13B
Invesco Small Cap Equity R6
Price$19.55
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets1.11B
FTHFX vs SMEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. SMEFX commentary
Jan 15, 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 Hold and SMEFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. SMEFX (1.11B). FTHFX pays higher dividends than SMEFX: FTHFX (0.65) 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 (28.00). FTHFX (1000000) and SMEFX (1000000) have matching initial minimum investment requirements. FTHFX annual gain was more profitable for investors over the last year : 15.89 vs. SMEFX (7.32). FTHFX return over 5 years is better than : 68.43 vs. SMEFX (3.17).
| 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 | 3.636 | 6.612 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 1.11B | 997% |
| Annual Yield % from dividends | 0.65 | 0.00 | - |
| Returns for 1 year | 15.89 | 7.32 | 217% |
| Returns for 3 years | 46.63 | 31.03 | 150% |
| Returns for 5 years | 68.43 | 3.17 | 2,156% |
| Returns for 10 years | 274.34 | 48.79 | 562% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement