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FTHFX vs IYSMX
FTHFX vs IYSMX Comparison
Open Charts FTHFX vs IYSMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.04
Change-$0.12 (-0.24%)
VolumeN/A
Net Assets11.31B
Macquarie Smid Cap Core Fund
Price$17.19
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets368.38M
FTHFX vs IYSMX Comparison Chart in %
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FTHFX vs. IYSMX commentary
Sep 16, 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 IYSMX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. IYSMX (368M). FTHFX pays higher dividends than IYSMX: FTHFX (0.70) vs IYSMX (0.14). FTHFX was incepted earlier than IYSMX: FTHFX (14 years) vs IYSMX (13 years). IYSMX (1.52) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. IYSMX (16.00). IYSMX has a lower initial minimum investment than FTHFX: IYSMX (0) vs FTHFX (1000000). IYSMX annual gain was more profitable for investors over the last year : 7.91 vs. FTHFX (5.94). FTHFX return over 5 years is better than : 105.84 vs. IYSMX (11.52).
| FTHFX | IYSMX | FTHFX / IYSMX | |
| Total Expense Ratio | 0.63 | 1.39 | 45% |
| Annual Report Gross Expense Ratio | 0.63 | 1.52 | 41% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 10.436 | 3.702 | 282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 368M | 3,071% |
| Annual Yield % from dividends | 0.70 | 0.14 | 497% |
| Returns for 1 year | 5.94 | 7.91 | 75% |
| Returns for 3 years | 56.57 | 6.78 | 834% |
| Returns for 5 years | 105.84 | 11.52 | 919% |
| Returns for 10 years | 178.76 | 6.86 | 2,604% |
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