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FTHAX vs NAESX
FTHAX vs NAESX Comparison
Open Charts FTHAX vs NAESX
FullerThaler Behavioral Sm-Cp Eq A
Price$43.76
Change+$0.56 (+1.30%)
VolumeN/A
Net Assets10.02B
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
FTHAX vs NAESX Comparison Chart
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FTHAX vs. NAESX commentary
Jun 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 FTHAX is a StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. FTHAX (10B). NAESX pays higher dividends than FTHAX: NAESX (1.35) vs FTHAX (0.48). FTHAX was incepted earlier than NAESX: FTHAX (6 years) vs NAESX (65 years). FTHAX (1.04) is less costly to investors than NAESX (0.17). FTHAX is a more actively managed with annual turnover of: 41.00 vs. NAESX (13.00). FTHAX has a lower initial minimum investment than NAESX: FTHAX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 5.13 vs. FTHAX (-1.45). FTHAX return over 5 years is better than : 75.93 vs. NAESX (52.20).
| FTHAX | NAESX | FTHAX / NAESX | |
| Total Expense Ratio | 1.04 | 0.17 | 612% |
| Annual Report Gross Expense Ratio | 1.04 | 0.17 | 612% |
| Fund Existence | 6 years | 65 years | - |
| Gain YTD | -2.943 | -4.086 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 148B | 7% |
| Annual Yield % from dividends | 0.48 | 1.35 | 35% |
| Returns for 1 year | -1.45 | 5.13 | -28% |
| Returns for 3 years | 26.54 | 16.63 | 160% |
| Returns for 5 years | 75.93 | 52.20 | 145% |
| Returns for 10 years | N/A | 96.08 | - |