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BSMKX vs FTHFX
BSMKX vs FTHFX Comparison
Open Charts BSMKX vs FTHFX
iShares Russell Small/Mid-Cap Idx K
Price$16.76
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
BSMKX vs FTHFX Comparison Chart
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BSMKX 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 BSMKX is a Hold and FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.1B vs. BSMKX (823M). BSMKX pays higher dividends than FTHFX: BSMKX (1.32) vs FTHFX (0.95). BSMKX was incepted earlier than FTHFX: BSMKX (10 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 : 9.72 vs. FTHFX (2.86). FTHFX return over 5 years is better than : 69.97 vs. BSMKX (33.81).
| BSMKX | FTHFX | BSMKX / 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 | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 823M | 10.1B | 8% |
| Annual Yield % from dividends | 1.32 | 0.95 | 138% |
| Returns for 1 year | 9.72 | 2.86 | 340% |
| Returns for 3 years | 14.51 | 31.39 | 46% |
| Returns for 5 years | 33.81 | 69.97 | 48% |
| Returns for 10 years | N/A | 95.29 | - |
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