Interact to see
Advertisement
Advertisement
CALRX vs FTHFX
CALRX vs FTHFX Comparison
Open Charts CALRX vs FTHFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$45.16
Change+$0.49 (+1.10%)
VolumeN/A
Net Assets10.15B
CALRX vs FTHFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CALRX vs. FTHFX commentary
Jun 27, 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: 10.2B 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 : 5.98 vs. FTHFX (1.24). FTHFX return over 5 years is better than : 98.82 vs. CALRX (50.39).
| 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 | -3.246 | -1.651 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.5B | 10.2B | 24% |
| Annual Yield % from dividends | 0.32 | 0.79 | 41% |
| Returns for 1 year | 5.98 | 1.24 | 484% |
| Returns for 3 years | 20.30 | 39.94 | 51% |
| Returns for 5 years | 50.39 | 98.82 | 51% |
| Returns for 10 years | N/A | 141.24 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement