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BSMKX vs FTHFX
BSMKX vs FTHFX Comparison
Open Charts BSMKX vs FTHFX
iShares Russell Small/Mid-Cap Idx K
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
BSMKX vs FTHFX Comparison Chart
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BSMKX 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 BSMKX is a Hold and FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.6B vs. BSMKX (835M). BSMKX pays higher dividends than FTHFX: BSMKX (1.32) vs FTHFX (0.95). BSMKX was incepted earlier than FTHFX: BSMKX (9 years) vs FTHFX (13 years). FTHFX is a more actively managed with annual turnover of: 35.00 vs. BSMKX (30.00). 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 : 17.75 vs. FTHFX (14.69). FTHFX return over 5 years is better than : 78.82 vs. BSMKX (43.09).
| BSMKX | FTHFX | BSMKX / 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 | 15.824 | 13.441 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 835M | 10.6B | 8% |
| Annual Yield % from dividends | 1.32 | 0.95 | 138% |
| Returns for 1 year | 17.75 | 14.69 | 121% |
| Returns for 3 years | 11.48 | 32.34 | 36% |
| Returns for 5 years | 43.09 | 78.82 | 55% |
| Returns for 10 years | N/A | 114.19 | - |
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