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BSMIX vs FTHFX
BSMIX vs FTHFX Comparison
Open Charts BSMIX vs FTHFX
iShares Russell Small/Mid-Cap Idx Instl
Price$14.08
Change-$0.72 (-4.86%)
VolumeN/A
Net Assets715.88M
FullerThaler Behavioral Sm-Cp Eq R6
Price$38.92
Change-$1.63 (-4.02%)
VolumeN/A
Net Assets8.97B
BSMIX vs FTHFX Comparison Chart
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BSMIX vs. FTHFX commentary
Apr 08, 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 Hold and FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 8.97B vs. BSMIX (716M). BSMIX pays higher dividends than FTHFX: BSMIX (1.41) vs FTHFX (0.82). 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 : -10.25 vs. FTHFX (-13.58). FTHFX return over 5 years is better than : 114.14 vs. BSMIX (75.74).
| 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 | -16.340 | -14.311 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 716M | 8.97B | 8% |
| Annual Yield % from dividends | 1.41 | 0.82 | 173% |
| Returns for 1 year | -10.25 | -13.58 | 75% |
| Returns for 3 years | -7.38 | 15.52 | -48% |
| Returns for 5 years | 75.74 | 114.14 | 66% |
| Returns for 10 years | N/A | 73.33 | - |
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