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FTHFX vs SMERX
FTHFX vs SMERX Comparison
Open Charts FTHFX vs SMERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$52.62
Change+$0.17 (+0.32%)
VolumeN/A
Net Assets11.13B
Invesco Small Cap Equity R
Price$13.13
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets1.11B
FTHFX vs SMERX Comparison Chart in %
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FTHFX vs. SMERX commentary
Jan 15, 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 SMERX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. SMERX (1.11B). FTHFX pays higher dividends than SMERX: FTHFX (0.65) 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 (28.00). 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 : 14.21 vs. SMERX (3.23). FTHFX return over 5 years is better than : 70.24 vs. SMERX (-11.24).
| 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 | 3.972 | 6.672 | 60% |
| 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 | 1.11B | 997% |
| Annual Yield % from dividends | 0.65 | 0.00 | - |
| Returns for 1 year | 14.21 | 3.23 | 440% |
| Returns for 3 years | 47.11 | 21.16 | 223% |
| Returns for 5 years | 70.24 | -11.24 | -625% |
| Returns for 10 years | 275.55 | 13.70 | 2,011% |
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