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FTHFX vs JSERX
FTHFX vs JSERX Comparison
Open Charts FTHFX vs JSERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.65
Change-$1.01 (-2.21%)
VolumeN/A
Net Assets10.35B
JPMorgan Small Cap Equity R5
Price$54.35
Change-$1.30 (-2.34%)
VolumeN/A
Net Assets4.27B
FTHFX vs JSERX Comparison Chart
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FTHFX vs. JSERX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.4B vs. JSERX (4.27B). 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 : 5.18 vs. JSERX (-0.37). FTHFX return over 5 years is better than : 73.82 vs. JSERX (-9.97).
| 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 | 0.528 | -0.622 | -85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 4.27B | 244% |
| Annual Yield % from dividends | 0.95 | 0.88 | 108% |
| Returns for 1 year | 5.18 | -0.37 | -1,409% |
| Returns for 3 years | 34.36 | -9.14 | -376% |
| Returns for 5 years | 73.82 | -9.97 | -740% |
| Returns for 10 years | 99.70 | 12.77 | 781% |
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