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FOVAX vs FTHFX
FOVAX vs FTHFX Comparison
Open Charts FOVAX vs FTHFX
First Trust/Confluence Small Cap Val A
Price$26.48
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets19.38M
FullerThaler Behavioral Sm-Cp Eq R6
Price$42.57
Change+$0.33 (+0.78%)
VolumeN/A
Net Assets9.65B
FOVAX vs FTHFX Comparison Chart
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FOVAX vs. FTHFX commentary
Apr 03, 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: 9.65B vs. FOVAX (19.4M). 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 : -8.11 vs. FOVAX (-12.70). FTHFX return over 5 years is better than : 126.05 vs. FOVAX (18.54).
| 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 | -5.193 | -7.001 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4M | 9.65B | 0% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | -12.70 | -8.11 | 157% |
| Returns for 3 years | -23.91 | 22.78 | -105% |
| Returns for 5 years | 18.54 | 126.05 | 15% |
| Returns for 10 years | -2.79 | 88.74 | -3% |
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