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FTHFX vs SMEIX
FTHFX vs SMEIX Comparison
Open Charts FTHFX vs SMEIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$48.37
Change-$0.38 (-0.78%)
VolumeN/A
Net Assets10.99B
Invesco Small Cap Equity R5
Price$18.67
Change-$0.15 (-0.80%)
VolumeN/A
Net Assets1.02B
FTHFX vs SMEIX Comparison Chart in %
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FTHFX vs. SMEIX commentary
Aug 18, 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 SMEIX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11B vs. SMEIX (1.02B). FTHFX pays higher dividends than SMEIX: FTHFX (0.74) vs SMEIX (0.00). FTHFX was incepted earlier than SMEIX: FTHFX (14 years) vs SMEIX (20 years). SMEIX (0.88) is less costly to investors than FTHFX (0.63). SMEIX is a more actively managed with annual turnover of: 50.00 vs. FTHFX (41.00). FTHFX (1000000) and SMEIX (1000000) have matching initial minimum investment requirements. SMEIX annual gain was more profitable for investors over the last year : 5.30 vs. FTHFX (4.59). FTHFX return over 5 years is better than : 89.14 vs. SMEIX (28.00).
| FTHFX | SMEIX | FTHFX / SMEIX | |
| Total Expense Ratio | 0.63 | 0.88 | 72% |
| Annual Report Gross Expense Ratio | 0.63 | 0.88 | 72% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 6.495 | 4.477 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 1.02B | 1,083% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | 4.59 | 5.30 | 87% |
| Returns for 3 years | 37.22 | 20.37 | 183% |
| Returns for 5 years | 89.14 | 28.00 | 318% |
| Returns for 10 years | 154.43 | 12.00 | 1,287% |
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