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FTHFX vs JSEPX
FTHFX vs JSEPX Comparison
Open Charts FTHFX vs JSEPX
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.33
Change+$0.43 (+0.92%)
VolumeN/A
Net Assets10.59B
JPMorgan Small Cap Equity R3
Price$40.18
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets3.63B
FTHFX vs JSEPX Comparison Chart in %
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FTHFX vs. JSEPX commentary
Aug 06, 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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.6B vs. JSEPX (3.63B). FTHFX pays higher dividends than JSEPX: FTHFX (0.74) 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). 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 : 5.93 vs. JSEPX (-5.65). FTHFX return over 5 years is better than : 86.99 vs. JSEPX (-16.52).
| 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 | 3.258 | -1.908 | -171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 3.63B | 292% |
| Annual Yield % from dividends | 0.74 | 0.15 | 499% |
| Returns for 1 year | 5.93 | -5.65 | -105% |
| Returns for 3 years | 38.13 | -14.31 | -266% |
| Returns for 5 years | 86.99 | -16.52 | -527% |
| Returns for 10 years | 149.26 | N/A | - |
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