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FOVAX vs FTHFX
FOVAX vs FTHFX Comparison
Open Charts FOVAX vs FTHFX
First Trust/Confluence Small Cap Val A
Price$25.31
Change+$0.30 (+1.20%)
VolumeN/A
Net Assets17.75M
FullerThaler Behavioral Sm-Cp Eq R6
Price$41.58
Change+$0.83 (+2.04%)
VolumeN/A
Net Assets9.26B
FOVAX vs FTHFX Comparison Chart
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FOVAX vs. FTHFX commentary
Apr 25, 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: 9.26B vs. FOVAX (17.7M). FTHFX pays higher dividends than FOVAX: FTHFX (0.82) 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 : -8.97 vs. FOVAX (-13.72). FTHFX return over 5 years is better than : 97.43 vs. FOVAX (2.84).
| 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 | -11.676 | -11.184 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.7M | 9.26B | 0% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | -13.72 | -8.97 | 153% |
| Returns for 3 years | -26.30 | 21.34 | -123% |
| Returns for 5 years | 2.84 | 97.43 | 3% |
| Returns for 10 years | -9.84 | 76.65 | -13% |
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