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$20.88
Change-$0.25 (-1.18%)
VolumeN/A
Net Assets13.95M
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.89
Change-$0.51 (-1.01%)
VolumeN/A
Net Assets11.28B
FOVCX vs FTHFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOVCX vs. FTHFX commentary
Oct 08, 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 StrongBuy and FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. FOVCX (14M). FTHFX pays higher dividends than FOVCX: FTHFX (0.69) vs FOVCX (0.00). FOVCX was incepted earlier than FTHFX: FOVCX (15 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 : 3.35 vs. FOVCX (-14.66). FTHFX return over 5 years is better than : 99.10 vs. FOVCX (-14.45).
| 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 | 15 years | 14 years | - |
| Gain YTD | -7.365 | 10.964 | -67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14M | 11.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.69 | - |
| Returns for 1 year | -14.66 | 3.35 | -438% |
| Returns for 3 years | -13.58 | 59.30 | -23% |
| Returns for 5 years | -14.45 | 99.10 | -15% |
| Returns for 10 years | -12.58 | 174.12 | -7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement