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FOVIX vs FTHFX
FOVIX vs FTHFX Comparison
Open Charts FOVIX vs FTHFX
First Trust/Confluence Small Cap Val I
Price$27.40
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets15.08M
FullerThaler Behavioral Sm-Cp Eq R6
Price$45.42
Change+$0.26 (+0.58%)
VolumeN/A
Net Assets10.27B
FOVIX vs FTHFX Comparison Chart in %
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FOVIX vs. FTHFX commentary
Jul 01, 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 (15.1M). FTHFX pays higher dividends than FOVIX: FTHFX (0.79) 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 : 2.64 vs. FOVIX (-10.02). FTHFX return over 5 years is better than : 102.16 vs. FOVIX (1.14).
| 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 | -6.898 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1M | 10.3B | 0% |
| Annual Yield % from dividends | 0.00 | 0.79 | - |
| Returns for 1 year | -10.02 | 2.64 | -380% |
| Returns for 3 years | -12.79 | 44.76 | -29% |
| Returns for 5 years | 1.14 | 102.16 | 1% |
| Returns for 10 years | -0.29 | 144.68 | -0% |
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