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FOVCX vs FTHFX
FOVCX vs FTHFX Comparison
Open Charts FOVCX vs FTHFX
First Trust/Confluence Small Cap Val C
Price$20.74
Change-$0.23 (-1.10%)
VolumeN/A
Net Assets15.32M
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.79
Change-$0.19 (-0.43%)
VolumeN/A
Net Assets9.98B
FOVCX vs FTHFX Comparison Chart
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FOVCX vs. FTHFX commentary
Jun 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 FOVCX is a Hold and FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.98B vs. FOVCX (15.3M). FTHFX pays higher dividends than FOVCX: FTHFX (0.79) 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 : -3.39 vs. FOVCX (-14.62). FTHFX return over 5 years is better than : 84.57 vs. FOVCX (-13.24).
| 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 | -8.067 | -3.170 | 254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.3M | 9.98B | 0% |
| Annual Yield % from dividends | 0.00 | 0.79 | - |
| Returns for 1 year | -14.62 | -3.39 | 431% |
| Returns for 3 years | -24.16 | 29.97 | -81% |
| Returns for 5 years | -13.24 | 84.57 | -16% |
| Returns for 10 years | -16.59 | 134.21 | -12% |
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