Interact to see
Advertisement
Advertisement
FTHFX vs JSEPX
FTHFX vs JSEPX Comparison
Open Charts FTHFX vs JSEPX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.20
Change-$0.63 (-1.26%)
VolumeN/A
Net Assets11.16B
JPMorgan Small Cap Equity R3
Price$38.86
Change-$0.59 (-1.50%)
VolumeN/A
Net Assets3.46B
FTHFX vs JSEPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. JSEPX commentary
Oct 17, 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: 11.2B vs. JSEPX (3.46B). FTHFX pays higher dividends than JSEPX: FTHFX (0.69) 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 : -0.86 vs. JSEPX (-16.00). FTHFX return over 5 years is better than : 96.25 vs. JSEPX (-21.72).
| 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 | 9.709 | -3.498 | -278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 3.46B | 324% |
| Annual Yield % from dividends | 0.69 | 0.15 | 462% |
| Returns for 1 year | -0.86 | -16.00 | 5% |
| Returns for 3 years | 53.39 | -6.25 | -854% |
| Returns for 5 years | 96.25 | -21.72 | -443% |
| Returns for 10 years | 171.02 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement