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CALRX vs FTHFX
CALRX vs FTHFX Comparison
Open Charts CALRX vs FTHFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.65
Change-$1.01 (-2.21%)
VolumeN/A
Net Assets10.13B
CALRX vs FTHFX Comparison Chart
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CALRX vs. FTHFX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.1B vs. CALRX (2.81B). 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 : 9.63 vs. FTHFX (2.86). FTHFX return over 5 years is better than : 69.97 vs. CALRX (30.44).
| 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 | 0.352 | -1.695 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.81B | 10.1B | 28% |
| Annual Yield % from dividends | 0.36 | 0.95 | 38% |
| Returns for 1 year | 9.63 | 2.86 | 337% |
| Returns for 3 years | 12.05 | 31.39 | 38% |
| Returns for 5 years | 30.44 | 69.97 | 43% |
| Returns for 10 years | N/A | 95.29 | - |
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