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FTHFX vs JSEPX
FTHFX vs JSEPX Comparison
Open Charts FTHFX vs JSEPX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.65
Change-$1.01 (-2.21%)
VolumeN/A
Net Assets10.13B
JPMorgan Small Cap Equity R3
Price$40.60
Change-$0.97 (-2.33%)
VolumeN/A
Net Assets4.27B
FTHFX vs JSEPX Comparison Chart
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FTHFX vs. JSEPX 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 JSEPX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.1B vs. JSEPX (4.27B). JSEPX pays higher dividends than FTHFX: JSEPX (1.06) vs FTHFX (0.95). FTHFX was incepted earlier than JSEPX: FTHFX (13 years) vs JSEPX (8 years). FTHFX is a more actively managed with annual turnover of: 35.00 vs. JSEPX (22.00). 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 : 2.86 vs. JSEPX (-3.47). FTHFX return over 5 years is better than : 69.97 vs. JSEPX (-20.77).
| FTHFX | JSEPX | FTHFX / JSEPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | -1.695 | -0.685 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 4.27B | 237% |
| Annual Yield % from dividends | 0.95 | 1.06 | 90% |
| Returns for 1 year | 2.86 | -3.47 | -82% |
| Returns for 3 years | 31.39 | -15.79 | -199% |
| Returns for 5 years | 69.97 | -20.77 | -337% |
| Returns for 10 years | 95.29 | N/A | - |
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