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FTHFX vs JSERX
FTHFX vs JSERX Comparison
Open Charts FTHFX vs JSERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$46.71
Change+$0.55 (+1.19%)
VolumeN/A
Net Assets10.5B
JPMorgan Small Cap Equity R5
Price$54.79
Change+$0.79 (+1.46%)
VolumeN/A
Net Assets3.84B
FTHFX vs JSERX Comparison Chart in %
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FTHFX vs. JSERX commentary
Jul 18, 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 JSERX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.5B vs. JSERX (3.84B). FTHFX pays higher dividends than JSERX: FTHFX (0.76) vs JSERX (0.46). 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 : -2.02 vs. JSERX (-7.66). FTHFX return over 5 years is better than : 93.33 vs. JSERX (-0.54).
| 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 | 1.629 | -1.262 | -129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 3.84B | 273% |
| Annual Yield % from dividends | 0.76 | 0.46 | 165% |
| Returns for 1 year | -2.02 | -7.66 | 26% |
| Returns for 3 years | 45.95 | 0.67 | 6,814% |
| Returns for 5 years | 93.33 | -0.54 | -17,205% |
| Returns for 10 years | 141.73 | 11.38 | 1,246% |
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