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FTHFX vs IYSMX
FTHFX vs IYSMX Comparison
Open Charts FTHFX vs IYSMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.48
Change+$0.29 (+0.61%)
VolumeN/A
Net Assets10.71B
Macquarie Smid Cap Core Fund
Price$16.37
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets357.71M
FTHFX vs IYSMX Comparison Chart in %
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FTHFX vs. IYSMX commentary
Aug 10, 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: 10.7B vs. IYSMX (358M). FTHFX pays higher dividends than IYSMX: FTHFX (0.74) 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 : 6.87 vs. FTHFX (4.89). FTHFX return over 5 years is better than : 86.93 vs. IYSMX (2.67).
| 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 | 4.535 | -1.532 | -296% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 358M | 2,989% |
| Annual Yield % from dividends | 0.74 | 0.15 | 507% |
| Returns for 1 year | 4.89 | 6.87 | 71% |
| Returns for 3 years | 41.50 | -2.71 | -1,530% |
| Returns for 5 years | 86.93 | 2.67 | 3,256% |
| Returns for 10 years | 151.47 | -2.65 | -5,706% |
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