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FTHFX vs JSEPX
FTHFX vs JSEPX Comparison
Open Charts FTHFX vs JSEPX
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.34
Change+$0.27 (+0.67%)
VolumeN/A
Net Assets9.2B
JPMorgan Small Cap Equity R3
Price$35.33
Change+$0.29 (+0.83%)
VolumeN/A
Net Assets3.59B
FTHFX vs JSEPX Comparison Chart
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FTHFX vs. JSEPX commentary
Apr 19, 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: 9.2B vs. JSEPX (3.59B). 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 : -6.54 vs. JSEPX (-13.20). FTHFX return over 5 years is better than : 94.67 vs. JSEPX (-7.18).
| 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 | -11.184 | -13.576 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.2B | 3.59B | 257% |
| Annual Yield % from dividends | 0.82 | 0.16 | 523% |
| Returns for 1 year | -6.54 | -13.20 | 50% |
| Returns for 3 years | 20.67 | -25.96 | -80% |
| Returns for 5 years | 94.67 | -7.18 | -1,319% |
| Returns for 10 years | 78.03 | N/A | - |
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