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FTHFX vs IYSAX
FTHFX vs IYSAX Comparison
Open Charts FTHFX vs IYSAX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.65
Change-$1.01 (-2.21%)
VolumeN/A
Net Assets10.35B
Macquarie Smid Cap Core Fund
Price$16.75
Change-$0.39 (-2.28%)
VolumeN/A
Net Assets346.72M
FTHFX vs IYSAX Comparison Chart
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FTHFX vs. IYSAX 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 IYSAX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.4B vs. IYSAX (347M). FTHFX pays higher dividends than IYSAX: FTHFX (0.95) vs IYSAX (0.73). FTHFX was incepted earlier than IYSAX: FTHFX (13 years) vs IYSAX (28 years). FTHFX is a more actively managed with annual turnover of: 35.00 vs. IYSAX (13.00). IYSAX has a lower initial minimum investment than FTHFX: IYSAX (1000) vs FTHFX (1000000). IYSAX annual gain was more profitable for investors over the last year : 11.67 vs. FTHFX (5.18). FTHFX return over 5 years is better than : 73.82 vs. IYSAX (-6.28).
| FTHFX | IYSAX | FTHFX / IYSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 0.528 | -1.005 | -53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 347M | 2,997% |
| Annual Yield % from dividends | 0.95 | 0.73 | 130% |
| Returns for 1 year | 5.18 | 11.67 | 44% |
| Returns for 3 years | 34.36 | -4.80 | -715% |
| Returns for 5 years | 73.82 | -6.28 | -1,176% |
| Returns for 10 years | 99.70 | -2.62 | -3,811% |
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