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FSMBX vs FTHFX
FSMBX vs FTHFX Comparison
Open Charts FSMBX vs FTHFX
Tributary Small/Mid Cap Instl Plus
Price$14.50
Change-$0.20 (-1.36%)
VolumeN/A
Net Assets35.68M
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.07
Change-$0.42 (-1.04%)
VolumeN/A
Net Assets9.25B
FSMBX vs FTHFX Comparison Chart
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FSMBX 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 FSMBX is a StrongBuy and FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.25B vs. FSMBX (35.7M). FTHFX pays higher dividends than FSMBX: FTHFX (0.82) vs FSMBX (0.15). FSMBX was incepted earlier than FTHFX: FSMBX (6 years) vs FTHFX (14 years). FSMBX (1.62) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. FSMBX (23.00). FTHFX has a lower initial minimum investment than FSMBX: FTHFX (1000000) vs FSMBX (5000000). FSMBX annual gain was more profitable for investors over the last year : -6.03 vs. FTHFX (-6.85). FTHFX return over 5 years is better than : 95.40 vs. FSMBX (70.21).
| FSMBX | FTHFX | FSMBX / FTHFX | |
| Total Expense Ratio | 0.90 | 0.63 | 143% |
| Annual Report Gross Expense Ratio | 1.62 | 0.63 | 257% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -14.806 | -10.854 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.7M | 9.25B | 0% |
| Annual Yield % from dividends | 0.15 | 0.82 | 18% |
| Returns for 1 year | -6.03 | -6.85 | 88% |
| Returns for 3 years | -0.27 | 21.05 | -1% |
| Returns for 5 years | 70.21 | 95.40 | 74% |
| Returns for 10 years | N/A | 80.32 | - |
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