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FOVCX vs FTHFX
FOVCX vs FTHFX Comparison
Open Charts FOVCX vs FTHFX
First Trust/Confluence Small Cap Val C
Price$21.17
Change-$0.04 (-0.19%)
VolumeN/A
Net Assets18.38M
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.06
Change-$0.14 (-0.32%)
VolumeN/A
Net Assets9.78B
FOVCX vs FTHFX Comparison Chart
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FOVCX vs. FTHFX commentary
May 11, 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 Buy and FTHFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.78B vs. FOVCX (18.4M). FTHFX pays higher dividends than FOVCX: FTHFX (0.82) 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 : -5.58 vs. FOVCX (-13.82). FTHFX return over 5 years is better than : 98.94 vs. FOVCX (-5.14).
| 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 | -7.014 | -4.888 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.4M | 9.78B | 0% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | -13.82 | -5.58 | 248% |
| Returns for 3 years | -19.60 | 35.26 | -56% |
| Returns for 5 years | -5.14 | 98.94 | -5% |
| Returns for 10 years | -14.79 | 129.71 | -11% |
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