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FTHFX vs IVVIX
FTHFX vs IVVIX Comparison
Open Charts FTHFX vs IVVIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.42
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets11.28B
Macquarie Smid Cap Core Fund
Price$20.36
Change+$0.11 (+0.54%)
VolumeN/A
Net Assets355.85M
FTHFX vs IVVIX Comparison Chart in %
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FTHFX vs. IVVIX commentary
Oct 06, 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 IVVIX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. IVVIX (356M). FTHFX pays higher dividends than IVVIX: FTHFX (0.69) vs IVVIX (0.29). FTHFX was incepted earlier than IVVIX: FTHFX (14 years) vs IVVIX (19 years). IVVIX (1.02) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. IVVIX (16.00). IVVIX has a lower initial minimum investment than FTHFX: IVVIX (0) vs FTHFX (1000000). IVVIX annual gain was more profitable for investors over the last year : 6.48 vs. FTHFX (3.83). FTHFX return over 5 years is better than : 107.48 vs. IVVIX (20.58).
| FTHFX | IVVIX | FTHFX / IVVIX | |
| Total Expense Ratio | 0.63 | 0.89 | 71% |
| Annual Report Gross Expense Ratio | 0.63 | 1.02 | 62% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 11.008 | 3.928 | 280% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 356M | 3,174% |
| Annual Yield % from dividends | 0.69 | 0.29 | 239% |
| Returns for 1 year | 3.83 | 6.48 | 59% |
| Returns for 3 years | 55.12 | 13.06 | 422% |
| Returns for 5 years | 107.48 | 20.58 | 522% |
| Returns for 10 years | 180.21 | 19.71 | 914% |
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