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FOVAX vs FTHFX
FOVAX vs FTHFX Comparison
Open Charts FOVAX vs FTHFX
First Trust/Confluence Small Cap Val A
Price$25.93
Change+$0.30 (+1.17%)
VolumeN/A
Net Assets14.73M
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.48
Change+$0.29 (+0.61%)
VolumeN/A
Net Assets10.71B
FOVAX vs FTHFX Comparison Chart in %
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FOVAX vs. FTHFX commentary
Aug 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 FOVAX is a Buy and FTHFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.7B vs. FOVAX (14.7M). FTHFX pays higher dividends than FOVAX: FTHFX (0.74) vs FOVAX (0.00). FOVAX was incepted earlier than FTHFX: FOVAX (14 years) vs FTHFX (14 years). FOVAX (3.55) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. FOVAX (17.00). 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 : 4.89 vs. FOVAX (-13.10). FTHFX return over 5 years is better than : 86.93 vs. FOVAX (-8.50).
| FOVAX | FTHFX | FOVAX / FTHFX | |
| Total Expense Ratio | 1.60 | 0.63 | 254% |
| Annual Report Gross Expense Ratio | 3.55 | 0.63 | 563% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -7.128 | 4.535 | -157% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.7M | 10.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.74 | - |
| Returns for 1 year | -13.10 | 4.89 | -268% |
| Returns for 3 years | -20.51 | 41.50 | -49% |
| Returns for 5 years | -8.50 | 86.93 | -10% |
| Returns for 10 years | -3.17 | 151.47 | -2% |
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