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BDBKX vs FTHFX
BDBKX vs FTHFX Comparison
Open Charts BDBKX vs FTHFX
iShares Russell 2000 Small-Cap Idx K
Price$25.61
Change-$0.31 (-1.20%)
VolumeN/A
CapitalizationN/A
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.60
Change-$0.71 (-1.47%)
VolumeN/A
CapitalizationN/A
BDBKX vs FTHFX Comparison Chart
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BDBKX vs. FTHFX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.7B vs. BDBKX (3.04B). BDBKX pays higher dividends than FTHFX: BDBKX (1.49) vs FTHFX (0.95). BDBKX was incepted earlier than FTHFX: BDBKX (14 years) vs FTHFX (13 years). FTHFX is a more actively managed with annual turnover of: 35.00 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 : 16.06 vs. FTHFX (14.69). FTHFX return over 5 years is better than : 78.82 vs. BDBKX (34.06).
| BDBKX | FTHFX | BDBKX / FTHFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 13.438 | 13.441 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.04B | 10.7B | 28% |
| Annual Yield % from dividends | 1.49 | 0.95 | 156% |
| Returns for 1 year | 16.06 | 14.69 | 109% |
| Returns for 3 years | 7.42 | 32.34 | 23% |
| Returns for 5 years | 34.06 | 78.82 | 43% |
| Returns for 10 years | 74.08 | 114.19 | 65% |
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