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BSMIX vs FTHFX
BSMIX vs FTHFX Comparison
Open Charts BSMIX vs FTHFX
iShares Russell Small/Mid-Cap Idx Instl
Price$18.60
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets1.08B
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.40
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets11.28B
BSMIX vs FTHFX Comparison Chart in %
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BSMIX vs. FTHFX commentary
Oct 07, 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 BSMIX is a Buy and FTHFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. BSMIX (1.08B). BSMIX pays higher dividends than FTHFX: BSMIX (1.36) vs FTHFX (0.69). BSMIX was incepted earlier than FTHFX: BSMIX (10 years) vs FTHFX (14 years). FTHFX (0.63) is less costly to investors than BSMIX (0.14). BSMIX (43.00) and FTHFX (41.00) have comparable annual turnover. FTHFX has a lower initial minimum investment than BSMIX: FTHFX (1000000) vs BSMIX (2000000). BSMIX annual gain was more profitable for investors over the last year : 11.65 vs. FTHFX (2.80). FTHFX return over 5 years is better than : 101.48 vs. BSMIX (51.74).
| BSMIX | FTHFX | BSMIX / FTHFX | |
| Total Expense Ratio | 0.13 | 0.63 | 21% |
| Annual Report Gross Expense Ratio | 0.14 | 0.63 | 22% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 11.196 | 11.008 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 11.3B | 10% |
| Annual Yield % from dividends | 1.36 | 0.69 | 196% |
| Returns for 1 year | 11.65 | 2.80 | 415% |
| Returns for 3 years | 47.14 | 59.37 | 79% |
| Returns for 5 years | 51.74 | 101.48 | 51% |
| Returns for 10 years | 119.27 | 174.23 | 68% |
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