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FTHAX vs NAESX
FTHAX vs NAESX Comparison
Open Charts FTHAX vs NAESX
FullerThaler Behavioral Sm-Cp Eq A
Price$40.15
Change+$3.11 (+8.40%)
VolumeN/A
Net Assets8.68B
Vanguard Small Cap Index I
Price$101.55
Change+$8.70 (+9.37%)
VolumeN/A
Net Assets143.36B
FTHAX vs NAESX Comparison Chart
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FTHAX vs. NAESX commentary
Apr 11, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. FTHAX (8.68B). NAESX pays higher dividends than FTHAX: NAESX (1.39) vs FTHAX (0.50). 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 (12.00). 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 : -13.70 vs. FTHAX (-16.86). FTHAX return over 5 years is better than : 73.22 vs. NAESX (56.35).
| 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 | -16.783 | -19.296 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.68B | 143B | 6% |
| Annual Yield % from dividends | 0.50 | 1.39 | 36% |
| Returns for 1 year | -16.86 | -13.70 | 123% |
| Returns for 3 years | 12.28 | -5.18 | -237% |
| Returns for 5 years | 73.22 | 56.35 | 130% |
| Returns for 10 years | N/A | 63.14 | - |
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