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FOVIX vs FTHFX
FOVIX vs FTHFX Comparison
Open Charts FOVIX vs FTHFX
First Trust/Confluence Small Cap Val I
Price$25.61
Change-$0.27 (-1.04%)
VolumeN/A
Net Assets17.51M
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.07
Change-$0.42 (-1.04%)
VolumeN/A
Net Assets9.25B
FOVIX vs FTHFX Comparison Chart
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FOVIX 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 FOVIX is a Hold and FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.25B vs. FOVIX (17.5M). 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 : -6.85 vs. FOVIX (-12.27). FTHFX return over 5 years is better than : 95.40 vs. FOVIX (3.85).
| 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 | -12.063 | -10.854 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5M | 9.25B | 0% |
| Annual Yield % from dividends | 0.00 | 0.82 | - |
| Returns for 1 year | -12.27 | -6.85 | 179% |
| Returns for 3 years | -25.91 | 21.05 | -123% |
| Returns for 5 years | 3.85 | 95.40 | 4% |
| Returns for 10 years | -5.79 | 80.32 | -7% |
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