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FOVIX vs FTHFX
FOVIX vs FTHFX Comparison
Open Charts FOVIX vs FTHFX
First Trust/Confluence Small Cap Val I
Price$29.32
Change-$0.19 (-0.64%)
VolumeN/A
CapitalizationN/A
FullerThaler Behavioral Sm-Cp Eq R6
Price$45.91
Change+$0.01 (+0.02%)
VolumeN/A
CapitalizationN/A
FOVIX vs FTHFX Comparison Chart
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FOVIX vs. FTHFX commentary
Jan 07, 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 Hold and FTHFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.3B vs. FOVIX (20.7M). FTHFX pays higher dividends than FOVIX: FTHFX (0.95) vs FOVIX (0.00). FOVIX was incepted earlier than FTHFX: FOVIX (14 years) vs FTHFX (13 years). FTHFX is a more actively managed with annual turnover of: 35.00 vs. FOVIX (21.00). FOVIX (1000000) and FTHFX (1000000) have matching initial minimum investment requirements. FTHFX annual gain was more profitable for investors over the last year : 12.52 vs. FOVIX (3.98). FTHFX return over 5 years is better than : 73.08 vs. FOVIX (-12.25).
| FOVIX | FTHFX | FOVIX / 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 | 0.272 | 1.057 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.7M | 10.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.95 | - |
| Returns for 1 year | 3.98 | 12.52 | 32% |
| Returns for 3 years | -26.57 | 22.25 | -119% |
| Returns for 5 years | -12.25 | 73.08 | -17% |
| Returns for 10 years | 12.42 | 114.81 | 11% |
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