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FTHFX vs GWEZX
FTHFX vs GWEZX Comparison
Open Charts FTHFX vs GWEZX
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.55
Change-$2.65 (-6.13%)
VolumeN/A
Net Assets9.94B
AMG GW&K Small Cap Core Z
Price$29.40
Change-$2.06 (-6.55%)
VolumeN/A
Net Assets604.26M
FTHFX vs GWEZX Comparison Chart
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FTHFX vs. GWEZX commentary
Apr 04, 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 Buy and GWEZX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.94B vs. GWEZX (604M). FTHFX pays higher dividends than GWEZX: FTHFX (0.82) vs GWEZX (0.27). FTHFX was incepted earlier than GWEZX: FTHFX (14 years) vs GWEZX (8 years). GWEZX (0.91) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. GWEZX (20.00). 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 : 0.01 vs. FTHFX (-6.00). FTHFX return over 5 years is better than : 134.22 vs. GWEZX (78.53).
| FTHFX | GWEZX | FTHFX / GWEZX | |
| Total Expense Ratio | 0.63 | 0.90 | 70% |
| Annual Report Gross Expense Ratio | 0.63 | 0.91 | 69% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | -6.275 | -6.975 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.94B | 604M | 1,645% |
| Annual Yield % from dividends | 0.82 | 0.27 | 301% |
| Returns for 1 year | -6.00 | 0.01 | -40,230% |
| Returns for 3 years | 23.74 | -0.41 | -5,802% |
| Returns for 5 years | 134.22 | 78.53 | 171% |
| Returns for 10 years | 90.21 | N/A | - |
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