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BSMIX vs FTHFX
BSMIX vs FTHFX Comparison
Open Charts BSMIX vs FTHFX
iShares Russell Small/Mid-Cap Idx Instl
Price$16.80
Change-$0.71 (-4.05%)
VolumeN/A
CapitalizationN/A
FullerThaler Behavioral Sm-Cp Eq R6
Price$45.96
Change-$1.64 (-3.45%)
VolumeN/A
CapitalizationN/A
BSMIX vs FTHFX Comparison Chart
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BSMIX vs. FTHFX commentary
Dec 19, 2024
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: 10.6B vs. BSMIX (835M). BSMIX pays higher dividends than FTHFX: BSMIX (1.28) vs FTHFX (0.95). BSMIX was incepted earlier than FTHFX: BSMIX (9 years) vs FTHFX (13 years). FTHFX is a more actively managed with annual turnover of: 35.00 vs. BSMIX (30.00). 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 : 17.69 vs. FTHFX (14.69). FTHFX return over 5 years is better than : 78.82 vs. BSMIX (42.77).
| BSMIX | FTHFX | BSMIX / FTHFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 15.772 | 13.441 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 835M | 10.6B | 8% |
| Annual Yield % from dividends | 1.28 | 0.95 | 134% |
| Returns for 1 year | 17.69 | 14.69 | 120% |
| Returns for 3 years | 11.33 | 32.34 | 35% |
| Returns for 5 years | 42.77 | 78.82 | 54% |
| Returns for 10 years | N/A | 114.19 | - |
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