Interact to see
Advertisement
Advertisement
FOVCX vs FTHFX
FOVCX vs FTHFX Comparison
Open Charts FOVCX vs FTHFX
First Trust/Confluence Small Cap Val C
Price$21.39
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets15.13M
FullerThaler Behavioral Sm-Cp Eq R6
Price$46.16
Change+$0.27 (+0.59%)
VolumeN/A
Net Assets10.38B
FOVCX vs FTHFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOVCX vs. FTHFX commentary
Jul 18, 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: 10.4B vs. FOVCX (15.1M). FTHFX pays higher dividends than FOVCX: FTHFX (0.76) vs FOVCX (0.00). FOVCX was incepted earlier than FTHFX: FOVCX (14 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 : -3.83 vs. FOVCX (-18.30). FTHFX return over 5 years is better than : 92.20 vs. FOVCX (-12.20).
| 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 | 14 years | 14 years | - |
| Gain YTD | -6.620 | 1.035 | -640% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1M | 10.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.76 | - |
| Returns for 1 year | -18.30 | -3.83 | 478% |
| Returns for 3 years | -18.86 | 44.47 | -42% |
| Returns for 5 years | -12.20 | 92.20 | -13% |
| Returns for 10 years | -15.94 | 140.44 | -11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement