CALRX
Price
$35.88
Change
-$0.00 (-0.00%)
Updated
Jun 5 closing price
Net Assets
2.5B
FTHFX
Price
$44.16
Change
+$0.05 (+0.11%)
Updated
Jun 5 closing price
Net Assets
10.01B
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CALRX vs FTHFX

Header iconCALRX vs FTHFX Comparison
Open Charts CALRX vs FTHFXBanner chart's image
Calvert Small-Cap R6
Price$35.88
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.5B
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.16
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets10.01B
CALRX vs FTHFX Comparison Chart
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CALRX vs. FTHFX commentary
Jun 06, 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 CALRX is a Buy and FTHFX is a Hold.

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FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10B vs. CALRX (2.5B). FTHFX pays higher dividends than CALRX: FTHFX (0.79) vs CALRX (0.32). CALRX was incepted earlier than FTHFX: CALRX (6 years) vs FTHFX (14 years). CALRX (0.86) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. CALRX (32.00). 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 : 5.28 vs. FTHFX (-1.67). FTHFX return over 5 years is better than : 79.80 vs. CALRX (36.78).
CALRXFTHFXCALRX / FTHFX
Total Expense Ratio0.860.63137%
Annual Report Gross Expense Ratio0.860.63137%
Fund Existence6 years14 years-
Gain YTD-2.948-2.884102%
Front LoadN/AN/A-
Min. Initial Investment50000001000000500%
Min. Initial Investment IRAN/AN/A-
Net Assets2.5B10B25%
Annual Yield % from dividends0.320.7941%
Returns for 1 year5.28-1.67-317%
Returns for 3 years14.7829.3950%
Returns for 5 years36.7879.8046%
Returns for 10 yearsN/A136.67-
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