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FTHFX vs IYSMX
FTHFX vs IYSMX Comparison
Open Charts FTHFX vs IYSMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$46.17
Change+$0.28 (+0.61%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Smid Cap Core Fund
Price$16.66
Change+$0.10 (+0.60%)
VolumeN/A
CapitalizationN/A
FTHFX vs IYSMX Comparison Chart
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FTHFX vs. IYSMX commentary
Dec 23, 2024
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: 10.3B vs. IYSMX (352M). 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 : 15.32 vs. FTHFX (10.06). FTHFX return over 5 years is better than : 72.44 vs. IYSMX (-6.48).
| 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 | 10.033 | 14.457 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 352M | 2,926% |
| Annual Yield % from dividends | 0.95 | 0.55 | 172% |
| Returns for 1 year | 10.06 | 15.32 | 66% |
| Returns for 3 years | 26.92 | -9.74 | -276% |
| Returns for 5 years | 72.44 | -6.48 | -1,118% |
| Returns for 10 years | 106.45 | -1.77 | -5,999% |
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