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FOVAX vs FTHFX
FOVAX vs FTHFX Comparison
Open Charts FOVAX vs FTHFX
First Trust/Confluence Small Cap Val A
Price$31.35
Change+$0.52 (+1.69%)
VolumeN/A
CapitalizationN/A
FullerThaler Behavioral Sm-Cp Eq R6
Price$53.24
Change+$0.62 (+1.18%)
VolumeN/A
CapitalizationN/A
FOVAX vs FTHFX Comparison Chart
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FOVAX vs. FTHFX commentary
Nov 23, 2024
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 FOVAX is a Buy and FTHFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.2B vs. FOVAX (22.3M). FTHFX pays higher dividends than FOVAX: FTHFX (0.95) vs FOVAX (0.00). FOVAX was incepted earlier than FTHFX: FOVAX (14 years) vs FTHFX (13 years). FTHFX is a more actively managed with annual turnover of: 35.00 vs. FOVAX (21.00). FOVAX has a lower initial minimum investment than FTHFX: FOVAX (2500) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : 36.97 vs. FOVAX (16.65). FTHFX return over 5 years is better than : 104.69 vs. FOVAX (-2.87).
| FOVAX | FTHFX | FOVAX / FTHFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 9.443 | 25.405 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3M | 11.2B | 0% |
| Annual Yield % from dividends | 0.00 | 0.95 | - |
| Returns for 1 year | 16.65 | 36.97 | 45% |
| Returns for 3 years | -20.17 | 36.61 | -55% |
| Returns for 5 years | -2.87 | 104.69 | -3% |
| Returns for 10 years | 8.40 | 117.43 | 7% |
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