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FTHFX vs IYSMX
FTHFX vs IYSMX Comparison
Open Charts FTHFX vs IYSMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.70
Change-$0.59 (-1.17%)
VolumeN/A
Net Assets11.26B
Macquarie Smid Cap Core Fund
Price$17.09
Change-$0.13 (-0.75%)
VolumeN/A
Net Assets355.89M
FTHFX vs IYSMX Comparison Chart in %
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FTHFX vs. IYSMX commentary
Oct 10, 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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. IYSMX (356M). FTHFX pays higher dividends than IYSMX: FTHFX (0.69) vs IYSMX (0.11). 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 : 4.26 vs. FTHFX (2.60). FTHFX return over 5 years is better than : 97.99 vs. IYSMX (6.61).
| 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 | 10.722 | 2.823 | 380% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 356M | 3,174% |
| Annual Yield % from dividends | 0.69 | 0.11 | 629% |
| Returns for 1 year | 2.60 | 4.26 | 61% |
| Returns for 3 years | 59.10 | 12.07 | 490% |
| Returns for 5 years | 97.99 | 6.61 | 1,482% |
| Returns for 10 years | 173.11 | 3.79 | 4,566% |
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