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FTHFX vs IYSMX
FTHFX vs IYSMX Comparison
Open Charts FTHFX vs IYSMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$53.24
Change+$0.62 (+1.18%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Smid Cap Core Fund
Price$17.52
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FTHFX vs IYSMX Comparison Chart
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FTHFX vs. IYSMX commentary
Nov 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 Buy and IYSMX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.2B vs. IYSMX (372M). 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). FTHFX annual gain was more profitable for investors over the last year : 36.97 vs. IYSMX (33.35). FTHFX return over 5 years is better than : 104.69 vs. IYSMX (0.99).
| 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 | 25.405 | 20.366 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 372M | 3,011% |
| Annual Yield % from dividends | 0.95 | 0.55 | 172% |
| Returns for 1 year | 36.97 | 33.35 | 111% |
| Returns for 3 years | 36.61 | -24.29 | -151% |
| Returns for 5 years | 104.69 | 0.99 | 10,544% |
| Returns for 10 years | 117.43 | -5.74 | -2,045% |
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