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BSMKX vs FTHFX
BSMKX vs FTHFX Comparison
Open Charts BSMKX vs FTHFX
iShares Russell Small/Mid-Cap Idx K
Price$17.05
Change-$0.30 (-1.73%)
VolumeN/A
Net Assets999.97M
FullerThaler Behavioral Sm-Cp Eq R6
Price$45.89
Change-$0.96 (-2.05%)
VolumeN/A
Net Assets10.66B
BSMKX vs FTHFX Comparison Chart in %
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BSMKX vs. FTHFX commentary
Jul 16, 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 Buy and FTHFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.7B vs. BSMKX (1B). BSMKX pays higher dividends than FTHFX: BSMKX (1.38) vs FTHFX (0.76). 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 : 7.10 vs. FTHFX (1.22). FTHFX return over 5 years is better than : 96.46 vs. BSMKX (55.19).
| 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 | 3.379 | 3.148 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 10.7B | 9% |
| Annual Yield % from dividends | 1.38 | 0.76 | 181% |
| Returns for 1 year | 7.10 | 1.22 | 583% |
| Returns for 3 years | 34.11 | 47.49 | 72% |
| Returns for 5 years | 55.19 | 96.46 | 57% |
| Returns for 10 years | N/A | 145.47 | - |
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