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BDBKX vs FTHFX
BDBKX vs FTHFX Comparison
Open Charts BDBKX vs FTHFX
iShares Russell 2000 Small-Cap Idx K
Price$21.06
Change-$1.48 (-6.57%)
VolumeN/A
Net Assets2.6B
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.55
Change-$2.65 (-6.13%)
VolumeN/A
Net Assets9.94B
BDBKX vs FTHFX Comparison Chart
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BDBKX vs. FTHFX commentary
Apr 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 BDBKX is a Hold and FTHFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.94B vs. BDBKX (2.6B). BDBKX pays higher dividends than FTHFX: BDBKX (2.10) vs FTHFX (0.82). BDBKX was incepted earlier than FTHFX: BDBKX (14 years) vs FTHFX (14 years). FTHFX (0.63) is less costly to investors than BDBKX (0.07). FTHFX is a more actively managed with annual turnover of: 41.00 vs. BDBKX (29.00). FTHFX has a lower initial minimum investment than BDBKX: FTHFX (1000000) vs BDBKX (5000000). BDBKX annual gain was more profitable for investors over the last year : -2.29 vs. FTHFX (-6.00). FTHFX return over 5 years is better than : 134.22 vs. BDBKX (85.83).
| BDBKX | FTHFX | BDBKX / FTHFX | |
| Total Expense Ratio | 0.07 | 0.63 | 11% |
| Annual Report Gross Expense Ratio | 0.07 | 0.63 | 11% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -7.962 | -6.275 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.6B | 9.94B | 26% |
| Annual Yield % from dividends | 2.10 | 0.82 | 257% |
| Returns for 1 year | -2.29 | -6.00 | 38% |
| Returns for 3 years | -2.09 | 23.74 | -9% |
| Returns for 5 years | 85.83 | 134.22 | 64% |
| Returns for 10 years | 45.20 | 90.21 | 50% |
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