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FTHFX vs JSEPX
FTHFX vs JSEPX Comparison
Open Charts FTHFX vs JSEPX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.06
Change-$0.14 (-0.32%)
VolumeN/A
Net Assets9.79B
JPMorgan Small Cap Equity R3
Price$38.09
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets3.78B
FTHFX vs JSEPX Comparison Chart
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FTHFX vs. JSEPX commentary
May 12, 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 Buy and JSEPX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.79B vs. JSEPX (3.78B). FTHFX pays higher dividends than JSEPX: FTHFX (0.82) vs JSEPX (0.16). 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). FTHFX is a more actively managed with annual turnover of: 41.00 vs. JSEPX (19.00). 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 : -5.88 vs. JSEPX (-11.13). FTHFX return over 5 years is better than : 98.29 vs. JSEPX (-7.38).
| FTHFX | JSEPX | FTHFX / JSEPX | |
| Total Expense Ratio | 0.63 | 1.25 | 50% |
| Annual Report Gross Expense Ratio | 0.63 | 1.25 | 50% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | -5.196 | -6.825 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.79B | 3.78B | 259% |
| Annual Yield % from dividends | 0.82 | 0.16 | 509% |
| Returns for 1 year | -5.88 | -11.13 | 53% |
| Returns for 3 years | 34.82 | -12.20 | -285% |
| Returns for 5 years | 98.29 | -7.38 | -1,332% |
| Returns for 10 years | 128.97 | N/A | - |
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