Interact to see
Advertisement
Advertisement
FTHFX vs SMEFX
FTHFX vs SMEFX Comparison
Open Charts FTHFX vs SMEFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.02
Change-$0.94 (-1.88%)
VolumeN/A
Net Assets11.11B
Invesco Small Cap Equity R6
Price$19.23
Change-$0.70 (-3.51%)
VolumeN/A
Net Assets1.03B
FTHFX vs SMEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. SMEFX commentary
Nov 14, 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 StrongBuy and SMEFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. SMEFX (1.03B). 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 : -5.78 vs. FTHFX (-6.29). FTHFX return over 5 years is better than : 83.31 vs. SMEFX (16.90).
| 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 | 7.926 | 6.009 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 1.03B | 1,078% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | -6.29 | -5.78 | 109% |
| Returns for 3 years | 39.76 | 29.06 | 137% |
| Returns for 5 years | 83.31 | 16.90 | 493% |
| Returns for 10 years | 165.67 | 20.93 | 792% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement