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FTHFX vs JSERX
FTHFX vs JSERX Comparison
Open Charts FTHFX vs JSERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.71
Change-$0.20 (-0.46%)
VolumeN/A
Net Assets9.92B
JPMorgan Small Cap Equity R5
Price$51.15
Change-$0.18 (-0.35%)
VolumeN/A
Net Assets3.75B
FTHFX vs JSERX Comparison Chart
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FTHFX vs. JSERX commentary
May 25, 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 JSERX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.92B vs. JSERX (3.75B). FTHFX pays higher dividends than JSERX: FTHFX (0.82) vs JSERX (0.50). FTHFX was incepted earlier than JSERX: FTHFX (14 years) vs JSERX (19 years). JSERX (0.85) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. JSERX (19.00). JSERX has a lower initial minimum investment than FTHFX: JSERX (0) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : -3.52 vs. JSERX (-6.86). FTHFX return over 5 years is better than : 99.25 vs. JSERX (3.15).
| FTHFX | JSERX | FTHFX / JSERX | |
| Total Expense Ratio | 0.63 | 0.80 | 79% |
| Annual Report Gross Expense Ratio | 0.63 | 0.85 | 74% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -3.765 | -6.473 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.92B | 3.75B | 264% |
| Annual Yield % from dividends | 0.82 | 0.50 | 164% |
| Returns for 1 year | -3.52 | -6.86 | 51% |
| Returns for 3 years | 37.14 | -4.95 | -750% |
| Returns for 5 years | 99.25 | 3.15 | 3,153% |
| Returns for 10 years | 132.08 | 6.21 | 2,126% |
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