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FTHFX vs IYSMX
FTHFX vs IYSMX Comparison
Open Charts FTHFX vs IYSMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.20
Change+$0.35 (+0.82%)
VolumeN/A
Net Assets9.7B
Macquarie Smid Cap Core Fund
Price$15.66
Change+$0.21 (+1.36%)
VolumeN/A
Net Assets320.08M
FTHFX vs IYSMX Comparison Chart
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FTHFX vs. IYSMX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.7B vs. IYSMX (320M). FTHFX pays higher dividends than IYSMX: FTHFX (0.82) vs IYSMX (0.13). FTHFX was incepted earlier than IYSMX: FTHFX (14 years) vs IYSMX (12 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 (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 : 3.70 vs. FTHFX (-5.34). FTHFX return over 5 years is better than : 97.33 vs. IYSMX (9.23).
| 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 | 12 years | - |
| Gain YTD | -5.658 | -5.854 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.7B | 320M | 3,032% |
| Annual Yield % from dividends | 0.82 | 0.13 | 617% |
| Returns for 1 year | -5.34 | 3.70 | -144% |
| Returns for 3 years | 33.91 | -1.22 | -2,772% |
| Returns for 5 years | 97.33 | 9.23 | 1,055% |
| Returns for 10 years | 127.18 | -7.31 | -1,740% |
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