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FTHFX vs ISPVX
FTHFX vs ISPVX Comparison
Open Charts FTHFX vs ISPVX
FullerThaler Behavioral Sm-Cp Eq R6
Price$41.02
Change+$3.18 (+8.40%)
VolumeN/A
Net Assets8.68B
Macquarie Smid Cap Core Fund R6
Price$17.72
Change+$1.42 (+8.71%)
VolumeN/A
Net Assets283.43M
FTHFX vs ISPVX Comparison Chart
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FTHFX vs. ISPVX 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 FTHFX is a Buy and ISPVX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 8.68B vs. ISPVX (283M). FTHFX pays higher dividends than ISPVX: FTHFX (0.82) vs ISPVX (0.41). 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 (13.00). 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 : -11.30 vs. FTHFX (-16.40). FTHFX return over 5 years is better than : 77.25 vs. ISPVX (7.47).
| 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 | -16.689 | -18.063 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.68B | 283M | 3,067% |
| Annual Yield % from dividends | 0.82 | 0.41 | 201% |
| Returns for 1 year | -16.40 | -11.30 | 145% |
| Returns for 3 years | 13.82 | -18.32 | -75% |
| Returns for 5 years | 77.25 | 7.47 | 1,034% |
| Returns for 10 years | 66.45 | -11.03 | -603% |
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