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FTHFX vs IVVIX
FTHFX vs IVVIX Comparison
Open Charts FTHFX vs IVVIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.65
Change-$1.01 (-2.21%)
VolumeN/A
Net Assets10.13B
Macquarie Smid Cap Core Fund
Price$19.46
Change-$0.45 (-2.26%)
VolumeN/A
Net Assets346.72M
FTHFX vs IVVIX Comparison Chart
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FTHFX vs. IVVIX 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 IVVIX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.1B vs. IVVIX (347M). FTHFX pays higher dividends than IVVIX: FTHFX (0.95) vs IVVIX (0.71). FTHFX was incepted earlier than IVVIX: FTHFX (13 years) vs IVVIX (18 years). FTHFX is a more actively managed with annual turnover of: 35.00 vs. IVVIX (13.00). 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 : 11.93 vs. FTHFX (2.86). FTHFX return over 5 years is better than : 69.97 vs. IVVIX (-0.49).
| FTHFX | IVVIX | FTHFX / IVVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | -1.695 | -0.967 | 175% |
| 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 | 0.71 | 135% |
| Returns for 1 year | 2.86 | 11.93 | 24% |
| Returns for 3 years | 31.39 | -1.04 | -3,013% |
| Returns for 5 years | 69.97 | -0.49 | -14,241% |
| Returns for 10 years | 95.29 | 7.07 | 1,349% |
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