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BSMIX vs FTHFX
BSMIX vs FTHFX Comparison
Open Charts BSMIX vs FTHFX
iShares Russell Small/Mid-Cap Idx Instl
Price$17.35
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets995.91M
FullerThaler Behavioral Sm-Cp Eq R6
Price$46.85
Change+$0.13 (+0.28%)
VolumeN/A
Net Assets10.62B
BSMIX vs FTHFX Comparison Chart in %
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BSMIX vs. FTHFX commentary
Jul 15, 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: 10.6B vs. BSMIX (996M). BSMIX pays higher dividends than FTHFX: BSMIX (1.34) vs FTHFX (0.76). 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 : 7.73 vs. FTHFX (2.32). FTHFX return over 5 years is better than : 95.44 vs. BSMIX (53.31).
| 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 | 2.890 | 2.862 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 996M | 10.6B | 9% |
| Annual Yield % from dividends | 1.34 | 0.76 | 175% |
| Returns for 1 year | 7.73 | 2.32 | 334% |
| Returns for 3 years | 33.33 | 47.08 | 71% |
| Returns for 5 years | 53.31 | 95.44 | 56% |
| Returns for 10 years | N/A | 144.78 | - |
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