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CALRX vs FTHFX
CALRX vs FTHFX Comparison
Open Charts CALRX vs FTHFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.06
Change-$0.14 (-0.32%)
VolumeN/A
Net Assets9.78B
CALRX vs FTHFX Comparison Chart
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CALRX vs. FTHFX commentary
May 10, 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: 9.78B vs. CALRX (2.41B). FTHFX pays higher dividends than CALRX: FTHFX (0.82) vs CALRX (0.34). 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 : 1.56 vs. FTHFX (-5.58). FTHFX return over 5 years is better than : 98.94 vs. CALRX (51.56).
| 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 | -4.598 | -4.888 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 9.78B | 25% |
| Annual Yield % from dividends | 0.34 | 0.82 | 41% |
| Returns for 1 year | 1.56 | -5.58 | -28% |
| Returns for 3 years | 19.05 | 35.26 | 54% |
| Returns for 5 years | 51.56 | 98.94 | 52% |
| Returns for 10 years | N/A | 129.71 | - |
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