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FTHFX vs IYSMX
FTHFX vs IYSMX Comparison
Open Charts FTHFX vs IYSMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.87
Change-$0.28 (-0.58%)
VolumeN/A
Net Assets10.84B
Macquarie Smid Cap Core Fund
Price$17.52
Change-$0.08 (-0.45%)
VolumeN/A
Net Assets370.93M
FTHFX vs IYSMX Comparison Chart
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FTHFX vs. IYSMX commentary
Jan 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 Buy and IYSMX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.8B vs. IYSMX (371M). FTHFX pays higher dividends than IYSMX: FTHFX (0.95) vs IYSMX (0.55). FTHFX was incepted earlier than IYSMX: FTHFX (13 years) vs IYSMX (12 years). FTHFX is a more actively managed with annual turnover of: 35.00 vs. IYSMX (13.00). 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 : 21.44 vs. FTHFX (14.05). FTHFX return over 5 years is better than : 80.77 vs. IYSMX (-2.46).
| FTHFX | IYSMX | FTHFX / IYSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 5.394 | 5.288 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 371M | 2,911% |
| Annual Yield % from dividends | 0.95 | 0.55 | 172% |
| Returns for 1 year | 14.05 | 21.44 | 66% |
| Returns for 3 years | 39.98 | -0.54 | -7,368% |
| Returns for 5 years | 80.77 | -2.46 | -3,277% |
| Returns for 10 years | 116.68 | 5.39 | 2,164% |
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