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CALRX vs FTHFX
CALRX vs FTHFX Comparison
Open Charts CALRX vs FTHFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.34
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets10.65B
CALRX vs FTHFX Comparison Chart
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CALRX 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 CALRX is a Hold and FTHFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.6B vs. CALRX (2.76B). 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 : 16.52 vs. FTHFX (14.58). FTHFX return over 5 years is better than : 75.76 vs. CALRX (34.02).
| 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 | 2.786 | 4.227 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.76B | 10.6B | 26% |
| Annual Yield % from dividends | 0.36 | 0.95 | 38% |
| Returns for 1 year | 16.52 | 14.58 | 113% |
| Returns for 3 years | 11.79 | 32.29 | 37% |
| Returns for 5 years | 34.02 | 75.76 | 45% |
| Returns for 10 years | N/A | 117.48 | - |
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