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BSMKX vs FTHFX
BSMKX vs FTHFX Comparison
Open Charts BSMKX vs FTHFX
iShares Russell Small/Mid-Cap Idx K
Price$17.35
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets844.03M
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.34
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets10.65B
BSMKX vs FTHFX Comparison Chart
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BSMKX vs. FTHFX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.6B vs. BSMKX (844M). 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 : 19.04 vs. FTHFX (14.58). FTHFX return over 5 years is better than : 75.76 vs. BSMKX (38.21).
| 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 | 3.090 | 4.227 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 844M | 10.6B | 8% |
| Annual Yield % from dividends | 1.32 | 0.95 | 138% |
| Returns for 1 year | 19.04 | 14.58 | 131% |
| Returns for 3 years | 13.01 | 32.29 | 40% |
| Returns for 5 years | 38.21 | 75.76 | 50% |
| Returns for 10 years | N/A | 117.48 | - |
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