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FTHFX vs GWEZX
FTHFX vs GWEZX Comparison
Open Charts FTHFX vs GWEZX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.91
Change-$0.19 (-0.43%)
VolumeN/A
Net Assets10.01B
AMG GW&K Small Cap Core Z
Price$31.21
Change-$0.13 (-0.41%)
VolumeN/A
Net Assets584.33M
FTHFX vs GWEZX Comparison Chart
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FTHFX vs. GWEZX commentary
May 23, 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 FTHFX is a Hold and GWEZX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10B vs. GWEZX (584M). FTHFX pays higher dividends than GWEZX: FTHFX (0.82) vs GWEZX (0.28). FTHFX was incepted earlier than GWEZX: FTHFX (14 years) vs GWEZX (8 years). GWEZX (0.90) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. GWEZX (22.00). FTHFX has a lower initial minimum investment than GWEZX: FTHFX (1000000) vs GWEZX (5000000). GWEZX annual gain was more profitable for investors over the last year : 0.66 vs. FTHFX (-3.27). FTHFX return over 5 years is better than : 101.03 vs. GWEZX (39.46).
| FTHFX | GWEZX | FTHFX / GWEZX | |
| Total Expense Ratio | 0.63 | 0.90 | 70% |
| Annual Report Gross Expense Ratio | 0.63 | 0.90 | 70% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | -2.906 | -5.773 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 584M | 1,712% |
| Annual Yield % from dividends | 0.82 | 0.28 | 291% |
| Returns for 1 year | -3.27 | 0.66 | -497% |
| Returns for 3 years | 36.95 | 14.57 | 254% |
| Returns for 5 years | 101.03 | 39.46 | 256% |
| Returns for 10 years | 131.62 | N/A | - |
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