Interact to see
Advertisement
Advertisement
FTHFX vs SMERX
FTHFX vs SMERX Comparison
Open Charts FTHFX vs SMERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.70
Change+$0.51 (+1.02%)
VolumeN/A
Net Assets11.13B
Invesco Small Cap Equity R
Price$13.67
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets1.05B
FTHFX vs SMERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. SMERX 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 SMERX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. SMERX (1.05B). FTHFX pays higher dividends than SMERX: FTHFX (0.69) vs SMERX (0.00). FTHFX was incepted earlier than SMERX: FTHFX (14 years) vs SMERX (24 years). SMERX (1.50) is less costly to investors than FTHFX (0.63). SMERX is a more actively managed with annual turnover of: 50.00 vs. FTHFX (41.00). SMERX has a lower initial minimum investment than FTHFX: SMERX (1000) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : -4.44 vs. SMERX (-8.43). FTHFX return over 5 years is better than : 81.10 vs. SMERX (-0.07).
| FTHFX | SMERX | FTHFX / SMERX | |
| Total Expense Ratio | 0.63 | 1.50 | 42% |
| Annual Report Gross Expense Ratio | 0.63 | 1.50 | 42% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 11.471 | 7.886 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 1.05B | 1,054% |
| Annual Yield % from dividends | 0.69 | 0.00 | - |
| Returns for 1 year | -4.44 | -8.43 | 53% |
| Returns for 3 years | 39.81 | 21.49 | 185% |
| Returns for 5 years | 81.10 | -0.07 | -111,033% |
| Returns for 10 years | 171.11 | -4.47 | -3,829% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement