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FTHFX vs IYSMX
FTHFX vs IYSMX Comparison
Open Charts FTHFX vs IYSMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.65
Change-$1.01 (-2.21%)
VolumeN/A
Net Assets10.13B
Macquarie Smid Cap Core Fund
Price$16.46
Change-$0.38 (-2.26%)
VolumeN/A
Net Assets346.72M
FTHFX vs IYSMX Comparison Chart
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FTHFX vs. IYSMX commentary
Feb 23, 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: 10.1B vs. IYSMX (347M). 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). IYSMX annual gain was more profitable for investors over the last year : 11.33 vs. FTHFX (2.86). FTHFX return over 5 years is better than : 69.97 vs. IYSMX (-7.50).
| 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 | -1.695 | -1.082 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 347M | 2,911% |
| Annual Yield % from dividends | 0.95 | 0.55 | 172% |
| Returns for 1 year | 2.86 | 11.33 | 25% |
| Returns for 3 years | 31.39 | -5.76 | -545% |
| Returns for 5 years | 69.97 | -7.50 | -933% |
| Returns for 10 years | 95.29 | -4.46 | -2,136% |
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