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FTHFX vs IVVIX
FTHFX vs IVVIX Comparison
Open Charts FTHFX vs IVVIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$48.60
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets10.79B
Macquarie Smid Cap Core Fund
Price$20.26
Change+$0.18 (+0.90%)
VolumeN/A
Net Assets341.79M
FTHFX vs IVVIX Comparison Chart in %
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FTHFX vs. IVVIX commentary
Nov 20, 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: 10.8B vs. IVVIX (342M). FTHFX pays higher dividends than IVVIX: FTHFX (0.70) vs IVVIX (0.29). FTHFX was incepted earlier than IVVIX: FTHFX (14 years) vs IVVIX (19 years). IVVIX (1.07) 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 : 0.40 vs. FTHFX (-5.11). FTHFX return over 5 years is better than : 79.21 vs. IVVIX (6.89).
| FTHFX | IVVIX | FTHFX / IVVIX | |
| Total Expense Ratio | 0.63 | 0.89 | 71% |
| Annual Report Gross Expense Ratio | 0.63 | 1.07 | 59% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 6.957 | 3.418 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 342M | 3,158% |
| Annual Yield % from dividends | 0.70 | 0.29 | 244% |
| Returns for 1 year | -5.11 | 0.40 | -1,268% |
| Returns for 3 years | 36.76 | 7.56 | 486% |
| Returns for 5 years | 79.21 | 6.89 | 1,150% |
| Returns for 10 years | 159.87 | 16.76 | 954% |
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