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FOVIX vs FTHFX
FOVIX vs FTHFX Comparison
Open Charts FOVIX vs FTHFX
First Trust/Confluence Small Cap Val I
Price$27.45
Change+$0.46 (+1.70%)
VolumeN/A
Net Assets18.07M
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.20
Change+$0.35 (+0.82%)
VolumeN/A
Net Assets9.7B
FOVIX vs FTHFX Comparison Chart
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FOVIX vs. FTHFX commentary
May 09, 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 FOVIX is a Buy and FTHFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.7B vs. FOVIX (18.1M). FTHFX pays higher dividends than FOVIX: FTHFX (0.82) vs FOVIX (0.00). FOVIX was incepted earlier than FTHFX: FOVIX (14 years) vs FTHFX (14 years). FOVIX (2.11) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. FOVIX (17.00). FOVIX (1000000) and FTHFX (1000000) have matching initial minimum investment requirements. FTHFX annual gain was more profitable for investors over the last year : -5.34 vs. FOVIX (-12.46). FTHFX return over 5 years is better than : 97.33 vs. FOVIX (2.74).
| FOVIX | FTHFX | FOVIX / FTHFX | |
| Total Expense Ratio | 1.35 | 0.63 | 214% |
| Annual Report Gross Expense Ratio | 2.11 | 0.63 | 335% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -8.291 | -5.658 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1M | 9.7B | 0% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | -12.46 | -5.34 | 233% |
| Returns for 3 years | -16.18 | 33.91 | -48% |
| Returns for 5 years | 2.74 | 97.33 | 3% |
| Returns for 10 years | -0.81 | 127.18 | -1% |
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