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BSMIX vs FTHFX
BSMIX vs FTHFX Comparison
Open Charts BSMIX vs FTHFX
iShares Russell Small/Mid-Cap Idx Instl
Price$17.66
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.04B
FullerThaler Behavioral Sm-Cp Eq R6
Price$48.60
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets10.79B
BSMIX vs FTHFX Comparison Chart in %
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BSMIX vs. FTHFX commentary
Nov 20, 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: 10.8B vs. BSMIX (1.04B). BSMIX pays higher dividends than FTHFX: BSMIX (1.41) 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 : 1.99 vs. FTHFX (-5.11). FTHFX return over 5 years is better than : 79.21 vs. BSMIX (31.86).
| 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 | 5.963 | 6.957 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 10.8B | 10% |
| Annual Yield % from dividends | 1.41 | 0.70 | 201% |
| Returns for 1 year | 1.99 | -5.11 | -39% |
| Returns for 3 years | 29.41 | 36.76 | 80% |
| Returns for 5 years | 31.86 | 79.21 | 40% |
| Returns for 10 years | 108.08 | 159.87 | 68% |
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