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FTHFX vs ISPVX
FTHFX vs ISPVX Comparison
Open Charts FTHFX vs ISPVX
FullerThaler Behavioral Sm-Cp Eq R6
Price$46.43
Change+$0.29 (+0.63%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Smid Cap Core Fund Class R6
Price$20.13
Change+$0.15 (+0.75%)
VolumeN/A
CapitalizationN/A
FTHFX vs ISPVX Comparison Chart
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FTHFX vs. ISPVX commentary
Dec 25, 2024
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: 10.3B vs. ISPVX (353M). FTHFX pays higher dividends than ISPVX: FTHFX (0.95) vs ISPVX (0.78). FTHFX was incepted earlier than ISPVX: FTHFX (13 years) vs ISPVX (10 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 : 15.39 vs. FTHFX (9.44). FTHFX return over 5 years is better than : 72.27 vs. ISPVX (1.24).
| FTHFX | ISPVX | FTHFX / ISPVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 9.962 | 15.326 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 353M | 2,918% |
| Annual Yield % from dividends | 0.95 | 0.78 | 122% |
| Returns for 1 year | 9.44 | 15.39 | 61% |
| Returns for 3 years | 25.18 | -6.79 | -371% |
| Returns for 5 years | 72.27 | 1.24 | 5,823% |
| Returns for 10 years | 105.62 | 10.64 | 993% |
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