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FOVCX vs FTHFX
FOVCX vs FTHFX Comparison
Open Charts FOVCX vs FTHFX
First Trust/Confluence Small Cap Val C
Price$21.78
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets15.07M
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.55
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets11.14B
FOVCX vs FTHFX Comparison Chart in %
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FOVCX vs. FTHFX commentary
Sep 04, 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 FOVCX is a Hold and FTHFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. FOVCX (15.1M). FTHFX pays higher dividends than FOVCX: FTHFX (0.70) vs FOVCX (0.00). FOVCX was incepted earlier than FTHFX: FOVCX (15 years) vs FTHFX (14 years). FOVCX (12.45) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. FOVCX (17.00). FOVCX has a lower initial minimum investment than FTHFX: FOVCX (2500) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : 6.16 vs. FOVCX (-13.46). FTHFX return over 5 years is better than : 101.23 vs. FOVCX (-10.62).
| FOVCX | FTHFX | FOVCX / FTHFX | |
| Total Expense Ratio | 2.35 | 0.63 | 373% |
| Annual Report Gross Expense Ratio | 12.45 | 0.63 | 1,976% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | -4.472 | 9.159 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1M | 11.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.70 | - |
| Returns for 1 year | -13.46 | 6.16 | -219% |
| Returns for 3 years | -17.71 | 53.45 | -33% |
| Returns for 5 years | -10.62 | 101.23 | -10% |
| Returns for 10 years | -7.28 | 182.28 | -4% |
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