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FTHFX vs ISPVX
FTHFX vs ISPVX Comparison
Open Charts FTHFX vs ISPVX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.42
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets10.1B
Macquarie Smid Cap Core Fund R6
Price$19.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets340.33M
FTHFX vs ISPVX Comparison Chart
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FTHFX vs. ISPVX commentary
Jun 14, 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 StrongBuy and ISPVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.1B vs. ISPVX (340M). FTHFX pays higher dividends than ISPVX: FTHFX (0.79) vs ISPVX (0.40). 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 : 8.10 vs. FTHFX (-0.80). FTHFX return over 5 years is better than : 96.39 vs. ISPVX (21.26).
| 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 | -2.312 | -1.173 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 340M | 2,971% |
| Annual Yield % from dividends | 0.79 | 0.40 | 197% |
| Returns for 1 year | -0.80 | 8.10 | -10% |
| Returns for 3 years | 41.99 | 12.05 | 349% |
| Returns for 5 years | 96.39 | 21.26 | 453% |
| Returns for 10 years | 137.11 | 8.42 | 1,628% |
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