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FOVCX vs FTHFX
FOVCX vs FTHFX Comparison
Open Charts FOVCX vs FTHFX
First Trust/Confluence Small Cap Val C
Price$25.14
Change-$0.20 (-0.79%)
VolumeN/A
CapitalizationN/A
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.60
Change-$0.71 (-1.47%)
VolumeN/A
CapitalizationN/A
FOVCX vs FTHFX Comparison Chart
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FOVCX vs. FTHFX commentary
Dec 19, 2024
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: 10.7B vs. FOVCX (22.4M). FTHFX pays higher dividends than FOVCX: FTHFX (0.95) vs FOVCX (0.00). FOVCX was incepted earlier than FTHFX: FOVCX (14 years) vs FTHFX (13 years). FTHFX is a more actively managed with annual turnover of: 35.00 vs. FOVCX (21.00). 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 : 14.69 vs. FOVCX (6.98). FTHFX return over 5 years is better than : 78.82 vs. FOVCX (-12.77).
| FOVCX | FTHFX | FOVCX / FTHFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 7.390 | 13.441 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4M | 10.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.95 | - |
| Returns for 1 year | 6.98 | 14.69 | 48% |
| Returns for 3 years | -21.54 | 32.34 | -67% |
| Returns for 5 years | -12.77 | 78.82 | -16% |
| Returns for 10 years | -5.24 | 114.19 | -5% |
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