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FTHFX vs IYSMX
FTHFX vs IYSMX Comparison
Open Charts FTHFX vs IYSMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$46.50
Change-$0.21 (-0.45%)
VolumeN/A
Net Assets10.52B
Macquarie Smid Cap Core Fund
Price$16.82
Change-$0.05 (-0.30%)
VolumeN/A
Net Assets368.52M
FTHFX vs IYSMX Comparison Chart in %
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FTHFX vs. IYSMX commentary
Jul 20, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.5B vs. IYSMX (369M). FTHFX pays higher dividends than IYSMX: FTHFX (0.76) vs IYSMX (0.15). 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 : 5.07 vs. FTHFX (-0.54). FTHFX return over 5 years is better than : 94.75 vs. IYSMX (10.33).
| 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 | 2.378 | 1.476 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 369M | 2,846% |
| Annual Yield % from dividends | 0.76 | 0.15 | 520% |
| Returns for 1 year | -0.54 | 5.07 | -11% |
| Returns for 3 years | 42.38 | 9.41 | 450% |
| Returns for 5 years | 94.75 | 10.33 | 917% |
| Returns for 10 years | 144.95 | -0.56 | -25,865% |
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