Interact to see
Advertisement
Advertisement
FTHFX vs IYSMX
FTHFX vs IYSMX Comparison
Open Charts FTHFX vs IYSMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$48.58
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets10.74B
Macquarie Smid Cap Core Fund
Price$16.96
Change+$0.08 (+0.47%)
VolumeN/A
Net Assets340.34M
FTHFX vs IYSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. IYSMX commentary
Nov 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 Hold and IYSMX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.7B vs. IYSMX (340M). FTHFX pays higher dividends than IYSMX: FTHFX (0.70) vs IYSMX (0.11). FTHFX was incepted earlier than IYSMX: FTHFX (14 years) vs IYSMX (13 years). IYSMX (1.57) 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 : -0.47 vs. FTHFX (-5.71). FTHFX return over 5 years is better than : 77.88 vs. IYSMX (-1.22).
| FTHFX | IYSMX | FTHFX / IYSMX | |
| Total Expense Ratio | 0.63 | 1.39 | 45% |
| Annual Report Gross Expense Ratio | 0.63 | 1.57 | 40% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 6.429 | 2.041 | 315% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 340M | 3,147% |
| Annual Yield % from dividends | 0.70 | 0.11 | 641% |
| Returns for 1 year | -5.71 | -0.47 | 1,212% |
| Returns for 3 years | 36.08 | 1.52 | 2,380% |
| Returns for 5 years | 77.88 | -1.22 | -6,393% |
| Returns for 10 years | 158.59 | 3.37 | 4,699% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement