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CALRX vs FTHFX
CALRX vs FTHFX Comparison
Open Charts CALRX vs FTHFX
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.
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).
| CALRX | FTHFX | CALRX / FTHFX | |
| Total Expense Ratio | 0.86 | 0.63 | 137% |
| Annual Report Gross Expense Ratio | 0.86 | 0.63 | 137% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -2.948 | -2.884 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 10B | 25% |
| Annual Yield % from dividends | 0.32 | 0.79 | 41% |
| Returns for 1 year | 5.28 | -1.67 | -317% |
| Returns for 3 years | 14.78 | 29.39 | 50% |
| Returns for 5 years | 36.78 | 79.80 | 46% |
| Returns for 10 years | N/A | 136.67 | - |
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