Interact to see
Advertisement
Advertisement
FTHFX vs SMEFX
FTHFX vs SMEFX Comparison
Open Charts FTHFX vs SMEFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$53.15
Change+$3.45 (+6.94%)
VolumeN/A
Net Assets11.13B
Invesco Small Cap Equity R6
Price$19.32
Change-$0.46 (-2.33%)
VolumeN/A
Net Assets1.09B
FTHFX vs SMEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. SMEFX commentary
Feb 04, 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 Buy and SMEFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. SMEFX (1.09B). FTHFX pays higher dividends than SMEFX: FTHFX (0.63) 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 : 16.23 vs. SMEFX (2.77). FTHFX return over 5 years is better than : 72.22 vs. SMEFX (0.84).
| 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 | 5.019 | 5.574 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 1.09B | 1,016% |
| Annual Yield % from dividends | 0.63 | 0.00 | - |
| Returns for 1 year | 16.23 | 2.77 | 587% |
| Returns for 3 years | 40.94 | 23.61 | 173% |
| Returns for 5 years | 72.22 | 0.84 | 8,623% |
| Returns for 10 years | 279.59 | 49.39 | 566% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement