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FTHFX vs JSERX
FTHFX vs JSERX Comparison
Open Charts FTHFX vs JSERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.55
Change-$2.65 (-6.13%)
VolumeN/A
Net Assets9.94B
JPMorgan Small Cap Equity R5
Price$48.44
Change-$3.34 (-6.45%)
VolumeN/A
Net Assets3.96B
FTHFX vs JSERX Comparison Chart
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FTHFX vs. JSERX commentary
Apr 04, 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: 9.94B vs. JSERX (3.96B). FTHFX pays higher dividends than JSERX: FTHFX (0.82) vs JSERX (0.48). 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 : -5.12 vs. JSERX (-7.06). FTHFX return over 5 years is better than : 137.69 vs. JSERX (33.80).
| 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 | -4.888 | -5.321 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.94B | 3.96B | 251% |
| Annual Yield % from dividends | 0.82 | 0.48 | 169% |
| Returns for 1 year | -5.12 | -7.06 | 73% |
| Returns for 3 years | 26.25 | -16.16 | -162% |
| Returns for 5 years | 137.69 | 33.80 | 407% |
| Returns for 10 years | 92.07 | 5.86 | 1,572% |
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