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FTHFX vs IVVIX
FTHFX vs IVVIX Comparison
Open Charts FTHFX vs IVVIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.82
Change-$0.16 (-0.32%)
VolumeN/A
Net Assets11.19B
Macquarie Smid Cap Core Fund
Price$20.42
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets369.36M
FTHFX vs IVVIX Comparison Chart in %
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FTHFX vs. IVVIX commentary
Aug 29, 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: 11.2B vs. IVVIX (369M). FTHFX pays higher dividends than IVVIX: FTHFX (0.74) vs IVVIX (0.33). FTHFX was incepted earlier than IVVIX: FTHFX (14 years) vs IVVIX (18 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 : 8.29 vs. FTHFX (5.29). FTHFX return over 5 years is better than : 97.07 vs. IVVIX (15.75).
| 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 | 18 years | - |
| Gain YTD | 10.040 | 4.248 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 369M | 3,035% |
| Annual Yield % from dividends | 0.74 | 0.33 | 225% |
| Returns for 1 year | 5.29 | 8.29 | 64% |
| Returns for 3 years | 49.25 | 8.08 | 609% |
| Returns for 5 years | 97.07 | 15.75 | 616% |
| Returns for 10 years | 179.21 | 19.04 | 941% |
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