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FTHFX vs SMERX
FTHFX vs SMERX Comparison
Open Charts FTHFX vs SMERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.47
Change+$0.27 (+0.55%)
VolumeN/A
Net Assets11.08B
Invesco Small Cap Equity R
Price$13.64
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets1.05B
FTHFX vs SMERX Comparison Chart in %
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FTHFX vs. SMERX commentary
Oct 19, 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 (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). SMERX annual gain was more profitable for investors over the last year : -1.30 vs. FTHFX (-1.91). FTHFX return over 5 years is better than : 94.83 vs. SMERX (10.98).
| 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 | 8.917 | 7.571 | 118% |
| 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 | 1,058% |
| Annual Yield % from dividends | 0.69 | 0.00 | - |
| Returns for 1 year | -1.91 | -1.30 | 147% |
| Returns for 3 years | 50.30 | 33.07 | 152% |
| Returns for 5 years | 94.83 | 10.98 | 863% |
| Returns for 10 years | 169.48 | -3.19 | -5,306% |
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