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CALRX vs FTHFX
CALRX vs FTHFX Comparison
Open Charts CALRX vs FTHFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$45.96
Change-$1.64 (-3.45%)
VolumeN/A
CapitalizationN/A
CALRX vs FTHFX Comparison Chart
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CALRX 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 CALRX is a Hold and FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.6B vs. CALRX (3B). FTHFX pays higher dividends than CALRX: FTHFX (0.95) vs CALRX (0.36). CALRX was incepted earlier than FTHFX: CALRX (6 years) vs FTHFX (13 years). CALRX is a more actively managed with annual turnover of: 44.00 vs. FTHFX (35.00). FTHFX has a lower initial minimum investment than CALRX: FTHFX (1000000) vs CALRX (5000000). CALRX annual gain was more profitable for investors over the last year : 17.62 vs. FTHFX (14.69). FTHFX return over 5 years is better than : 78.82 vs. CALRX (38.87).
| CALRX | FTHFX | CALRX / FTHFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 13 years | - |
| Gain YTD | 15.434 | 13.441 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3B | 10.6B | 28% |
| Annual Yield % from dividends | 0.36 | 0.95 | 38% |
| Returns for 1 year | 17.62 | 14.69 | 120% |
| Returns for 3 years | 11.62 | 32.34 | 36% |
| Returns for 5 years | 38.87 | 78.82 | 49% |
| Returns for 10 years | N/A | 114.19 | - |
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