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BSMAX vs FTHFX
BSMAX vs FTHFX Comparison
Open Charts BSMAX vs FTHFX
iShares Russell Small/Mid-Cap Idx Inv A
Price$16.08
Change-$0.06 (-0.37%)
VolumeN/A
Net Assets942.55M
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.98
Change-$0.12 (-0.27%)
VolumeN/A
Net Assets9.98B
BSMAX vs FTHFX Comparison Chart
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BSMAX vs. FTHFX commentary
Jun 02, 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 BSMAX is a StrongBuy and FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.98B vs. BSMAX (943M). BSMAX pays higher dividends than FTHFX: BSMAX (1.14) vs FTHFX (0.79). BSMAX was incepted earlier than FTHFX: BSMAX (10 years) vs FTHFX (14 years). FTHFX (0.63) is less costly to investors than BSMAX (0.41). BSMAX (43.00) and FTHFX (41.00) have comparable annual turnover. BSMAX has a lower initial minimum investment than FTHFX: BSMAX (1000) vs FTHFX (1000000). BSMAX annual gain was more profitable for investors over the last year : 3.29 vs. FTHFX (-2.63). FTHFX return over 5 years is better than : 93.34 vs. BSMAX (49.48).
| BSMAX | FTHFX | BSMAX / FTHFX | |
| Total Expense Ratio | 0.38 | 0.63 | 60% |
| Annual Report Gross Expense Ratio | 0.41 | 0.63 | 65% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -4.104 | -3.170 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 943M | 9.98B | 9% |
| Annual Yield % from dividends | 1.14 | 0.79 | 145% |
| Returns for 1 year | 3.29 | -2.63 | -125% |
| Returns for 3 years | 13.70 | 30.84 | 44% |
| Returns for 5 years | 49.48 | 93.34 | 53% |
| Returns for 10 years | N/A | 132.48 | - |
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