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FOVCX vs FTHFX
FOVCX vs FTHFX Comparison
Open Charts FOVCX vs FTHFX
First Trust/Confluence Small Cap Val C
Price$21.09
Change+$0.25 (+1.20%)
VolumeN/A
Net Assets14.73M
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.48
Change+$0.29 (+0.61%)
VolumeN/A
Net Assets10.71B
FOVCX vs FTHFX Comparison Chart in %
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FOVCX vs. FTHFX commentary
Aug 10, 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: 10.7B vs. FOVCX (14.7M). FTHFX pays higher dividends than FOVCX: FTHFX (0.74) 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 : 4.25 vs. FOVCX (-15.56). FTHFX return over 5 years is better than : 85.78 vs. FOVCX (-15.76).
| 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 | -8.637 | 3.897 | -222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.7M | 10.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.74 | - |
| Returns for 1 year | -15.56 | 4.25 | -366% |
| Returns for 3 years | -25.84 | 40.63 | -64% |
| Returns for 5 years | -15.76 | 85.78 | -18% |
| Returns for 10 years | -16.51 | 149.94 | -11% |