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BSMKX vs FTHFX
BSMKX vs FTHFX Comparison
Open Charts BSMKX vs FTHFX
iShares Russell Small/Mid-Cap Idx K
Price$14.08
Change-$0.73 (-4.93%)
VolumeN/A
Net Assets752.36M
FullerThaler Behavioral Sm-Cp Eq R6
Price$38.92
Change-$1.63 (-4.02%)
VolumeN/A
Net Assets9.34B
BSMKX vs FTHFX Comparison Chart
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BSMKX vs. FTHFX commentary
Apr 05, 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 BSMKX is a Hold and FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.34B vs. BSMKX (752M). BSMKX pays higher dividends than FTHFX: BSMKX (1.46) vs FTHFX (0.82). BSMKX was incepted earlier than FTHFX: BSMKX (10 years) vs FTHFX (14 years). FTHFX (0.63) is less costly to investors than BSMKX (0.10). BSMKX (43.00) and FTHFX (41.00) have comparable annual turnover. FTHFX has a lower initial minimum investment than BSMKX: FTHFX (1000000) vs BSMKX (5000000). BSMKX annual gain was more profitable for investors over the last year : 0.08 vs. FTHFX (-5.12). FTHFX return over 5 years is better than : 137.69 vs. BSMKX (98.53).
| BSMKX | FTHFX | BSMKX / FTHFX | |
| Total Expense Ratio | 0.08 | 0.63 | 13% |
| Annual Report Gross Expense Ratio | 0.10 | 0.63 | 16% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -5.704 | -4.888 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 752M | 9.34B | 8% |
| Annual Yield % from dividends | 1.46 | 0.82 | 179% |
| Returns for 1 year | 0.08 | -5.12 | -1% |
| Returns for 3 years | 2.48 | 26.25 | 9% |
| Returns for 5 years | 98.53 | 137.69 | 72% |
| Returns for 10 years | N/A | 92.07 | - |
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