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CALRX vs FTHFX
CALRX vs FTHFX Comparison
Open Charts CALRX vs FTHFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.20
Change+$0.63 (+1.48%)
VolumeN/A
Net Assets9.82B
CALRX vs FTHFX Comparison Chart
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CALRX vs. FTHFX commentary
Apr 03, 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 Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.82B vs. CALRX (2.71B). FTHFX pays higher dividends than CALRX: FTHFX (0.82) vs CALRX (0.33). 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 : 2.57 vs. FTHFX (-6.00). FTHFX return over 5 years is better than : 134.22 vs. CALRX (80.23).
| 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 | -3.679 | -6.275 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.71B | 9.82B | 28% |
| Annual Yield % from dividends | 0.33 | 0.82 | 40% |
| Returns for 1 year | 2.57 | -6.00 | -43% |
| Returns for 3 years | 4.58 | 23.74 | 19% |
| Returns for 5 years | 80.23 | 134.22 | 60% |
| Returns for 10 years | N/A | 90.21 | - |
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