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FTHFX vs SMERX
FTHFX vs SMERX Comparison
Open Charts FTHFX vs SMERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.23
Change+$0.07 (+0.14%)
VolumeN/A
Net Assets11.27B
Invesco Small Cap Equity R
Price$13.70
Change+$0.07 (+0.51%)
VolumeN/A
Net Assets1.05B
FTHFX vs SMERX Comparison Chart in %
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FTHFX vs. SMERX commentary
Sep 09, 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 SMERX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. SMERX (1.05B). FTHFX pays higher dividends than SMERX: FTHFX (0.70) vs SMERX (0.00). FTHFX was incepted earlier than SMERX: FTHFX (14 years) vs SMERX (23 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 : 10.03 vs. SMERX (9.42). FTHFX return over 5 years is better than : 106.62 vs. SMERX (21.24).
| 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 | 23 years | - |
| Gain YTD | 10.590 | 8.044 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 1.05B | 1,076% |
| Annual Yield % from dividends | 0.70 | 0.00 | - |
| Returns for 1 year | 10.03 | 9.42 | 106% |
| Returns for 3 years | 50.87 | 25.80 | 197% |
| Returns for 5 years | 106.62 | 21.24 | 502% |
| Returns for 10 years | 179.44 | -3.04 | -5,897% |
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