Ad is loading...
Ad is loading...
BSMKX vs FTHFX
BSMKX vs FTHFX Comparison
Open Charts BSMKX vs FTHFX
iShares Russell Small/Mid-Cap Idx K
Price$17.46
Change-$0.21 (-1.19%)
VolumeN/A
CapitalizationN/A
FullerThaler Behavioral Sm-Cp Eq R6
Price$51.67
Change-$0.51 (-0.98%)
VolumeN/A
CapitalizationN/A
BSMKX vs FTHFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BSMKX vs. FTHFX commentary
Nov 18, 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 Buy and FTHFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11B vs. BSMKX (650M). 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). FTHFX annual gain was more profitable for investors over the last year : 36.01 vs. BSMKX (29.90). FTHFX return over 5 years is better than : 99.79 vs. BSMKX (44.44).
| 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 | 14.855 | 23.141 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 11B | 6% |
| Annual Yield % from dividends | 1.32 | 0.95 | 138% |
| Returns for 1 year | 29.90 | 36.01 | 83% |
| Returns for 3 years | -1.93 | 33.14 | -6% |
| Returns for 5 years | 44.44 | 99.79 | 45% |
| Returns for 10 years | N/A | 115.85 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SACRX | 9.51 | 0.03 | +0.32% |
| Spirit of America Real Estate Inc&Gr C | |||
| APHKX | 49.46 | 0.03 | +0.06% |
| Artisan International Value Instl | |||
| LICCX | 15.09 | -0.12 | -0.79% |
| Lord Abbett International Equity C | |||
| LSWWX | 26.70 | -0.28 | -1.04% |
| Loomis Sayles Global Allocation Y | |||
| ERIFX | 12.20 | -0.16 | -1.29% |
| Eaton Vance Balanced R | |||