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BSMIX vs FTHFX
BSMIX vs FTHFX Comparison
Open Charts BSMIX vs FTHFX
iShares Russell Small/Mid-Cap Idx Instl
Price$16.76
Change-$0.46 (-2.67%)
VolumeN/A
Net Assets822.76M
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.65
Change-$1.01 (-2.21%)
VolumeN/A
Net Assets10.13B
BSMIX vs FTHFX Comparison Chart
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BSMIX vs. FTHFX commentary
Feb 23, 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: 10.1B vs. BSMIX (823M). BSMIX pays higher dividends than FTHFX: BSMIX (1.28) vs FTHFX (0.95). BSMIX was incepted earlier than FTHFX: BSMIX (10 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 : 9.67 vs. FTHFX (2.86). FTHFX return over 5 years is better than : 69.97 vs. BSMIX (33.50).
| BSMIX | FTHFX | BSMIX / FTHFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | -0.416 | -1.695 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 823M | 10.1B | 8% |
| Annual Yield % from dividends | 1.28 | 0.95 | 134% |
| Returns for 1 year | 9.67 | 2.86 | 338% |
| Returns for 3 years | 14.35 | 31.39 | 46% |
| Returns for 5 years | 33.50 | 69.97 | 48% |
| Returns for 10 years | N/A | 95.29 | - |
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