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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$18.24
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.06B
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.04
Change-$0.12 (-0.24%)
VolumeN/A
Net Assets11.31B
BSMAX vs FTHFX Comparison Chart in %
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BSMAX vs. FTHFX commentary
Sep 16, 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 Buy and FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. BSMAX (1.06B). BSMAX pays higher dividends than FTHFX: BSMAX (1.15) vs FTHFX (0.70). 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 : 11.86 vs. FTHFX (5.94). FTHFX return over 5 years is better than : 105.84 vs. BSMAX (52.66).
| 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 | 8.971 | 10.436 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 11.3B | 9% |
| Annual Yield % from dividends | 1.15 | 0.70 | 164% |
| Returns for 1 year | 11.86 | 5.94 | 200% |
| Returns for 3 years | 35.76 | 56.57 | 63% |
| Returns for 5 years | 52.66 | 105.84 | 50% |
| Returns for 10 years | 112.12 | 178.76 | 63% |