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BSMIX vs FTHFX
BSMIX vs FTHFX Comparison
Open Charts BSMIX vs FTHFX
iShares Russell Small/Mid-Cap Idx Instl
Price$17.15
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets997.37M
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.33
Change+$0.43 (+0.92%)
VolumeN/A
Net Assets10.68B
BSMIX vs FTHFX Comparison Chart in %
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BSMIX vs. FTHFX commentary
Aug 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: 10.7B vs. BSMIX (997M). BSMIX pays higher dividends than FTHFX: BSMIX (1.45) vs FTHFX (0.74). 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 : 12.56 vs. FTHFX (5.93). FTHFX return over 5 years is better than : 86.99 vs. BSMIX (46.03).
| 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 | 2.288 | 3.258 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 997M | 10.7B | 9% |
| Annual Yield % from dividends | 1.45 | 0.74 | 196% |
| Returns for 1 year | 12.56 | 5.93 | 212% |
| Returns for 3 years | 20.91 | 38.13 | 55% |
| Returns for 5 years | 46.03 | 86.99 | 53% |
| Returns for 10 years | N/A | 149.26 | - |
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