FTHFX
Price
$48.58
Change
+$0.24 (+0.50%)
Updated
Nov 18 closing price
Net Assets
10.74B
JSEPX
Price
$37.39
Change
+$0.05 (+0.13%)
Updated
Nov 18 closing price
Net Assets
3.2B
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FTHFX vs JSEPX

Header iconFTHFX vs JSEPX Comparison
Open Charts FTHFX vs JSEPXBanner chart's image
FullerThaler Behavioral Sm-Cp Eq R6
Price$48.58
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets10.74B
JPMorgan Small Cap Equity R3
Price$37.39
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets3.2B
FTHFX vs JSEPX Comparison Chart in %
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FTHFX vs. JSEPX 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 JSEPX is a Hold.

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FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.7B vs. JSEPX (3.21B). FTHFX pays higher dividends than JSEPX: FTHFX (0.70) vs JSEPX (0.15). FTHFX was incepted earlier than JSEPX: FTHFX (14 years) vs JSEPX (9 years). JSEPX (1.25) is less costly to investors than FTHFX (0.63). JSEPX is a more actively managed with annual turnover of: 52.00 vs. FTHFX (41.00). JSEPX has a lower initial minimum investment than FTHFX: JSEPX (0) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : -5.71 vs. JSEPX (-21.17). FTHFX return over 5 years is better than : 77.88 vs. JSEPX (-32.24).
FTHFXJSEPXFTHFX / JSEPX
Total Expense Ratio0.631.2550%
Annual Report Gross Expense Ratio0.631.2550%
Fund Existence14 years9 years-
Gain YTD6.429-8.537-75%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets10.7B3.21B334%
Annual Yield % from dividends0.700.15461%
Returns for 1 year-5.71-21.1727%
Returns for 3 years36.08-18.75-192%
Returns for 5 years77.88-32.24-242%
Returns for 10 years158.59N/A-
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