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FTHFX vs ISPVX
FTHFX vs ISPVX Comparison
Open Charts FTHFX vs ISPVX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.91
Change-$0.19 (-0.43%)
VolumeN/A
Net Assets10.01B
Macquarie Smid Cap Core Fund R6
Price$18.89
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets323.7M
FTHFX vs ISPVX Comparison Chart
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FTHFX vs. ISPVX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10B vs. ISPVX (324M). FTHFX pays higher dividends than ISPVX: FTHFX (0.82) vs ISPVX (0.42). 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 : 4.03 vs. FTHFX (-3.27). FTHFX return over 5 years is better than : 101.03 vs. ISPVX (15.77).
| 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 | -2.906 | -4.843 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 324M | 3,086% |
| Annual Yield % from dividends | 0.82 | 0.42 | 196% |
| Returns for 1 year | -3.27 | 4.03 | -81% |
| Returns for 3 years | 36.95 | 3.41 | 1,085% |
| Returns for 5 years | 101.03 | 15.77 | 641% |
| Returns for 10 years | 131.62 | 5.14 | 2,561% |
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