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FTHFX vs IYSMX
FTHFX vs IYSMX Comparison
Open Charts FTHFX vs IYSMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.79
Change-$0.19 (-0.43%)
VolumeN/A
Net Assets9.98B
Macquarie Smid Cap Core Fund
Price$15.92
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets330.65M
FTHFX vs IYSMX Comparison Chart
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FTHFX vs. IYSMX commentary
Jun 03, 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: 9.98B vs. IYSMX (331M). FTHFX pays higher dividends than IYSMX: FTHFX (0.79) 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 : 3.52 vs. FTHFX (-3.39). FTHFX return over 5 years is better than : 84.57 vs. IYSMX (2.34).
| 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 | -3.170 | -4.531 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.98B | 331M | 3,015% |
| Annual Yield % from dividends | 0.79 | 0.13 | 622% |
| Returns for 1 year | -3.39 | 3.52 | -96% |
| Returns for 3 years | 29.97 | -6.23 | -481% |
| Returns for 5 years | 84.57 | 2.34 | 3,614% |
| Returns for 10 years | 134.21 | -6.83 | -1,966% |
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