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BSMIX vs FTHFX
BSMIX vs FTHFX Comparison
Open Charts BSMIX vs FTHFX
iShares Russell Small/Mid-Cap Idx Instl
Price$17.46
Change-$0.21 (-1.19%)
VolumeN/A
CapitalizationN/A
FullerThaler Behavioral Sm-Cp Eq R6
Price$51.67
Change-$0.51 (-0.98%)
VolumeN/A
CapitalizationN/A
BSMIX vs FTHFX Comparison Chart
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BSMIX vs. FTHFX commentary
Nov 18, 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 BSMIX is a Buy and FTHFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11B vs. BSMIX (650M). BSMIX pays higher dividends than FTHFX: BSMIX (1.28) vs FTHFX (0.95). BSMIX was incepted earlier than FTHFX: BSMIX (9 years) vs FTHFX (13 years). FTHFX is a more actively managed with annual turnover of: 35.00 vs. BSMIX (30.00). FTHFX has a lower initial minimum investment than BSMIX: FTHFX (1000000) vs BSMIX (2000000). FTHFX annual gain was more profitable for investors over the last year : 36.01 vs. BSMIX (29.94). FTHFX return over 5 years is better than : 99.79 vs. BSMIX (44.11).
| BSMIX | FTHFX | BSMIX / 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 | 14.816 | 23.141 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 11B | 6% |
| Annual Yield % from dividends | 1.28 | 0.95 | 134% |
| Returns for 1 year | 29.94 | 36.01 | 83% |
| Returns for 3 years | -2.07 | 33.14 | -6% |
| Returns for 5 years | 44.11 | 99.79 | 44% |
| Returns for 10 years | N/A | 115.85 | - |
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