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FTHFX vs SMERX
FTHFX vs SMERX Comparison
Open Charts FTHFX vs SMERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$53.15
Change+$3.45 (+6.94%)
VolumeN/A
Net Assets11.13B
Invesco Small Cap Equity R
Price$12.97
Change-$0.79 (-5.74%)
VolumeN/A
Net Assets1.09B
FTHFX vs SMERX Comparison Chart in %
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FTHFX vs. SMERX commentary
Feb 05, 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 Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. SMERX (1.09B). FTHFX pays higher dividends than SMERX: FTHFX (0.63) 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 : 16.23 vs. SMERX (-1.22). FTHFX return over 5 years is better than : 72.22 vs. SMERX (-13.24).
| 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 | 5.019 | 5.533 | 91% |
| 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 | 1.09B | 1,017% |
| Annual Yield % from dividends | 0.63 | 0.00 | - |
| Returns for 1 year | 16.23 | -1.22 | -1,332% |
| Returns for 3 years | 40.94 | 14.17 | 289% |
| Returns for 5 years | 72.22 | -13.24 | -545% |
| Returns for 10 years | 279.59 | 14.07 | 1,987% |
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