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FTHFX vs JSERX
FTHFX vs JSERX Comparison
Open Charts FTHFX vs JSERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$45.96
Change-$1.64 (-3.45%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Equity R5
Price$55.11
Change-$2.04 (-3.57%)
VolumeN/A
CapitalizationN/A
FTHFX vs JSERX Comparison Chart
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FTHFX vs. JSERX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.6B vs. JSERX (4.56B). FTHFX pays higher dividends than JSERX: FTHFX (0.95) vs JSERX (0.88). FTHFX was incepted earlier than JSERX: FTHFX (13 years) vs JSERX (19 years). FTHFX is a more actively managed with annual turnover of: 35.00 vs. JSERX (22.00). 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 : 14.69 vs. JSERX (7.17). FTHFX return over 5 years is better than : 78.82 vs. JSERX (-2.43).
| FTHFX | JSERX | FTHFX / JSERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 13.441 | 5.346 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 4.56B | 233% |
| Annual Yield % from dividends | 0.95 | 0.88 | 108% |
| Returns for 1 year | 14.69 | 7.17 | 205% |
| Returns for 3 years | 32.34 | -10.74 | -301% |
| Returns for 5 years | 78.82 | -2.43 | -3,243% |
| Returns for 10 years | 114.19 | 24.12 | 473% |
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