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FTHFX vs ISPVX
FTHFX vs ISPVX Comparison
Open Charts FTHFX vs ISPVX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.16
Change+$0.61 (+1.23%)
VolumeN/A
Net Assets11.27B
Macquarie Smid Cap Core Fund R6
Price$20.82
Change+$0.14 (+0.68%)
VolumeN/A
Net Assets371.8M
FTHFX vs ISPVX Comparison Chart in %
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FTHFX vs. ISPVX commentary
Sep 08, 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 ISPVX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. ISPVX (372M). FTHFX pays higher dividends than ISPVX: FTHFX (0.70) vs ISPVX (0.39). FTHFX was incepted earlier than ISPVX: FTHFX (14 years) vs ISPVX (11 years). ISPVX (0.99) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. ISPVX (16.00). ISPVX has a lower initial minimum investment than FTHFX: ISPVX (0) vs FTHFX (1000000). ISPVX annual gain was more profitable for investors over the last year : 11.38 vs. FTHFX (8.53). FTHFX return over 5 years is better than : 103.71 vs. ISPVX (19.77).
| FTHFX | ISPVX | FTHFX / ISPVX | |
| Total Expense Ratio | 0.63 | 0.77 | 82% |
| Annual Report Gross Expense Ratio | 0.63 | 0.99 | 64% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 10.502 | 4.803 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 372M | 3,038% |
| Annual Yield % from dividends | 0.70 | 0.39 | 180% |
| Returns for 1 year | 8.53 | 11.38 | 75% |
| Returns for 3 years | 56.33 | 13.58 | 415% |
| Returns for 5 years | 103.71 | 19.77 | 525% |
| Returns for 10 years | 178.64 | 19.67 | 908% |
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