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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$18.19
Change+$0.29 (+1.62%)
VolumeN/A
CapitalizationN/A
FullerThaler Behavioral Sm-Cp Eq R6
Price$53.24
Change+$0.62 (+1.18%)
VolumeN/A
CapitalizationN/A
BSMAX vs FTHFX Comparison Chart
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BSMAX vs. FTHFX commentary
Nov 23, 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 BSMAX is a StrongBuy and FTHFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.2B vs. BSMAX (840M). BSMAX pays higher dividends than FTHFX: BSMAX (1.06) vs FTHFX (0.95). BSMAX was incepted earlier than FTHFX: BSMAX (9 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). FTHFX annual gain was more profitable for investors over the last year : 36.97 vs. BSMAX (31.44). FTHFX return over 5 years is better than : 104.69 vs. BSMAX (46.82).
| BSMAX | FTHFX | BSMAX / FTHFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 17.726 | 25.405 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 840M | 11.2B | 8% |
| Annual Yield % from dividends | 1.06 | 0.95 | 111% |
| Returns for 1 year | 31.44 | 36.97 | 85% |
| Returns for 3 years | 2.52 | 36.61 | 7% |
| Returns for 5 years | 46.82 | 104.69 | 45% |
| Returns for 10 years | N/A | 117.43 | - |
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