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FTHFX vs ISPVX
FTHFX vs ISPVX Comparison
Open Charts FTHFX vs ISPVX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.65
Change-$1.01 (-2.21%)
VolumeN/A
Net Assets10.13B
Macquarie Smid Cap Core Fund R6
Price$19.74
Change-$0.45 (-2.23%)
VolumeN/A
Net Assets346.72M
FTHFX vs ISPVX Comparison Chart
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FTHFX vs. ISPVX commentary
Feb 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 ISPVX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.1B vs. ISPVX (347M). FTHFX pays higher dividends than ISPVX: FTHFX (0.95) vs ISPVX (0.78). FTHFX was incepted earlier than ISPVX: FTHFX (13 years) vs ISPVX (11 years). FTHFX is a more actively managed with annual turnover of: 35.00 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 : 12.08 vs. FTHFX (2.86). FTHFX return over 5 years is better than : 69.97 vs. ISPVX (0.13).
| FTHFX | ISPVX | FTHFX / ISPVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | -1.695 | -0.904 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 347M | 2,911% |
| Annual Yield % from dividends | 0.95 | 0.78 | 122% |
| Returns for 1 year | 2.86 | 12.08 | 24% |
| Returns for 3 years | 31.39 | -0.57 | -5,479% |
| Returns for 5 years | 69.97 | 0.13 | 55,865% |
| Returns for 10 years | 95.29 | 8.19 | 1,164% |
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