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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$16.72
Change-$0.46 (-2.68%)
VolumeN/A
Net Assets844.74M
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.65
Change-$1.01 (-2.21%)
VolumeN/A
Net Assets10.35B
BSMAX vs FTHFX Comparison Chart
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BSMAX vs. FTHFX commentary
Feb 23, 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 Hold and FTHFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.4B vs. BSMAX (845M). BSMAX pays higher dividends than FTHFX: BSMAX (1.06) vs FTHFX (0.95). BSMAX was incepted earlier than FTHFX: BSMAX (10 years) vs FTHFX (13 years). FTHFX is a more actively managed with annual turnover of: 35.00 vs. BSMAX (30.00). 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 : 9.35 vs. FTHFX (5.18). FTHFX return over 5 years is better than : 73.82 vs. BSMAX (31.82).
| BSMAX | FTHFX | BSMAX / FTHFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | -0.476 | 0.528 | -90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 845M | 10.4B | 8% |
| Annual Yield % from dividends | 1.06 | 0.95 | 111% |
| Returns for 1 year | 9.35 | 5.18 | 180% |
| Returns for 3 years | 13.45 | 34.36 | 39% |
| Returns for 5 years | 31.82 | 73.82 | 43% |
| Returns for 10 years | N/A | 99.70 | - |
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