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FOVIX vs FTHFX
FOVIX vs FTHFX Comparison
Open Charts FOVIX vs FTHFX
First Trust/Confluence Small Cap Val I
Price$27.46
Change-$0.38 (-1.36%)
VolumeN/A
Net Assets14.17M
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.40
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets11.28B
FOVIX vs FTHFX Comparison Chart in %
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FOVIX vs. FTHFX commentary
Oct 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 StrongBuy and FTHFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. FOVIX (14.2M). FTHFX pays higher dividends than FOVIX: FTHFX (0.69) vs FOVIX (0.00). FOVIX was incepted earlier than FTHFX: FOVIX (15 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 : 2.80 vs. FOVIX (-12.65). FTHFX return over 5 years is better than : 101.48 vs. FOVIX (-3.77).
| FOVIX | FTHFX | FOVIX / FTHFX | |
| Total Expense Ratio | 1.35 | 0.63 | 214% |
| Annual Report Gross Expense Ratio | 2.11 | 0.63 | 335% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | -5.403 | 11.008 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2M | 11.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.69 | - |
| Returns for 1 year | -12.65 | 2.80 | -451% |
| Returns for 3 years | -5.75 | 59.37 | -10% |
| Returns for 5 years | -3.77 | 101.48 | -4% |
| Returns for 10 years | 5.22 | 174.23 | 3% |
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