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BSMIX vs FTHFX
BSMIX vs FTHFX Comparison
Open Charts BSMIX vs FTHFX
iShares Russell Small/Mid-Cap Idx Instl
Price$18.26
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.07B
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.85
Change-$0.19 (-0.38%)
VolumeN/A
Net Assets11.31B
BSMIX vs FTHFX Comparison Chart in %
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BSMIX vs. FTHFX commentary
Sep 17, 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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. BSMIX (1.07B). BSMIX pays higher dividends than FTHFX: BSMIX (1.38) vs FTHFX (0.70). 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 : 11.64 vs. FTHFX (4.76). FTHFX return over 5 years is better than : 106.16 vs. BSMIX (55.53).
| 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 | 9.283 | 10.172 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 11.3B | 9% |
| Annual Yield % from dividends | 1.38 | 0.70 | 197% |
| Returns for 1 year | 11.64 | 4.76 | 244% |
| Returns for 3 years | 36.95 | 56.19 | 66% |
| Returns for 5 years | 55.53 | 106.16 | 52% |
| Returns for 10 years | 117.30 | 178.10 | 66% |
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