CSVIX
Price
$33.32
Change
+$0.16 (+0.48%)
Updated
Apr 17 closing price
Net Assets
2.53B
FTHFX
Price
$40.34
Change
+$0.27 (+0.67%)
Updated
Apr 17 closing price
Net Assets
9.13B
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CSVIX vs FTHFX

Header iconCSVIX vs FTHFX Comparison
Open Charts CSVIX vs FTHFXBanner chart's image
Calvert Small-Cap I
Price$33.32
Change+$0.16 (+0.48%)
VolumeN/A
Net Assets2.53B
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.34
Change+$0.27 (+0.67%)
VolumeN/A
Net Assets9.13B
CSVIX vs FTHFX Comparison Chart
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VS
CSVIX vs. FTHFX commentary
Apr 18, 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 CSVIX is a Buy and FTHFX is a Buy.

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FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.14B vs. CSVIX (2.53B). FTHFX pays higher dividends than CSVIX: FTHFX (0.82) vs CSVIX (0.33). CSVIX was incepted earlier than FTHFX: CSVIX (20 years) vs FTHFX (14 years). CSVIX (0.94) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. CSVIX (32.00). CSVIX (1000000) and FTHFX (1000000) have matching initial minimum investment requirements. CSVIX annual gain was more profitable for investors over the last year : 0.51 vs. FTHFX (-6.85). FTHFX return over 5 years is better than : 95.40 vs. CSVIX (47.77).
CSVIXFTHFXCSVIX / FTHFX
Total Expense Ratio0.940.63149%
Annual Report Gross Expense Ratio0.940.63149%
Fund Existence20 years14 years-
Gain YTD-10.233-10.85494%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets2.53B9.14B28%
Annual Yield % from dividends0.330.8240%
Returns for 1 year0.51-6.85-7%
Returns for 3 years0.8621.054%
Returns for 5 years47.7795.4050%
Returns for 10 years34.7280.3243%
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