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FOVCX vs FTHFX
FOVCX vs FTHFX Comparison
Open Charts FOVCX vs FTHFX
First Trust/Confluence Small Cap Val C
Price$19.95
Change+$0.15 (+0.76%)
VolumeN/A
Net Assets17.32M
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.34
Change+$0.27 (+0.67%)
VolumeN/A
Net Assets9.13B
FOVCX vs FTHFX Comparison Chart
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FOVCX vs. FTHFX commentary
Apr 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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.14B vs. FOVCX (17.3M). 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 : -6.85 vs. FOVCX (-14.12). FTHFX return over 5 years is better than : 95.40 vs. FOVCX (-5.70).
| 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 | -12.275 | -10.854 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3M | 9.14B | 0% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | -14.12 | -6.85 | 206% |
| Returns for 3 years | -31.10 | 21.05 | -148% |
| Returns for 5 years | -5.70 | 95.40 | -6% |
| Returns for 10 years | -20.66 | 80.32 | -26% |
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