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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$14.18
Change-$0.62 (-4.19%)
VolumeN/A
Net Assets758.68M
FullerThaler Behavioral Sm-Cp Eq R6
Price$39.57
Change-$1.45 (-3.53%)
VolumeN/A
Net Assets9.41B
BSMAX vs FTHFX Comparison Chart
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BSMAX vs. FTHFX commentary
Apr 11, 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: 9.41B vs. BSMAX (759M). BSMAX pays higher dividends than FTHFX: BSMAX (1.14) vs FTHFX (0.82). 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). FTHFX annual gain was more profitable for investors over the last year : -7.51 vs. BSMAX (-8.74). FTHFX return over 5 years is better than : 92.14 vs. BSMAX (48.98).
| 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 | -15.435 | -9.687 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 759M | 9.41B | 8% |
| Annual Yield % from dividends | 1.14 | 0.82 | 140% |
| Returns for 1 year | -8.74 | -7.51 | 116% |
| Returns for 3 years | -4.67 | 23.93 | -19% |
| Returns for 5 years | 48.98 | 92.14 | 53% |
| Returns for 10 years | N/A | 81.25 | - |
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