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CALRX vs FTHFX
CALRX vs FTHFX Comparison
Open Charts CALRX vs FTHFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.42
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets11.28B
CALRX vs FTHFX Comparison Chart in %
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CALRX vs. FTHFX commentary
Oct 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 Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. CALRX (2.37B). FTHFX pays higher dividends than CALRX: FTHFX (0.69) vs CALRX (0.32). CALRX was incepted earlier than FTHFX: CALRX (7 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). FTHFX annual gain was more profitable for investors over the last year : 3.83 vs. CALRX (-0.81). FTHFX return over 5 years is better than : 107.48 vs. CALRX (37.07).
| CALRX | FTHFX | CALRX / FTHFX | |
| Total Expense Ratio | 0.86 | 0.63 | 137% |
| Annual Report Gross Expense Ratio | 0.86 | 0.63 | 137% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | -2.705 | 11.008 | -25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.37B | 11.3B | 21% |
| Annual Yield % from dividends | 0.32 | 0.69 | 47% |
| Returns for 1 year | -0.81 | 3.83 | -21% |
| Returns for 3 years | 23.18 | 55.12 | 42% |
| Returns for 5 years | 37.07 | 107.48 | 34% |
| Returns for 10 years | N/A | 180.21 | - |
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