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FTHFX vs SMEFX
FTHFX vs SMEFX Comparison
Open Charts FTHFX vs SMEFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.70
Change+$0.51 (+1.02%)
VolumeN/A
Net Assets11.13B
Invesco Small Cap Equity R6
Price$19.92
Change+$0.24 (+1.22%)
VolumeN/A
Net Assets1.07B
FTHFX vs SMEFX Comparison Chart in %
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FTHFX vs. SMEFX commentary
Dec 04, 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 Hold and SMEFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. SMEFX (1.07B). FTHFX pays higher dividends than SMEFX: FTHFX (0.69) 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. FTHFX annual gain was more profitable for investors over the last year : -3.97 vs. SMEFX (-4.64). FTHFX return over 5 years is better than : 77.79 vs. SMEFX (13.47).
| 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 | 11.625 | 9.813 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 1.07B | 1,042% |
| Annual Yield % from dividends | 0.69 | 0.00 | - |
| Returns for 1 year | -3.97 | -4.64 | 85% |
| Returns for 3 years | 40.00 | 29.94 | 134% |
| Returns for 5 years | 77.79 | 13.47 | 578% |
| Returns for 10 years | 171.48 | 23.41 | 732% |
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