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FTHFX vs JSERX
FTHFX vs JSERX Comparison
Open Charts FTHFX vs JSERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.40
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets11.28B
JPMorgan Small Cap Equity R5
Price$53.36
Change-$0.06 (-0.11%)
VolumeN/A
Net Assets3.5B
FTHFX vs JSERX Comparison Chart in %
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FTHFX vs. JSERX commentary
Oct 07, 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 Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. JSERX (3.5B). FTHFX pays higher dividends than JSERX: FTHFX (0.69) 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 : 2.80 vs. JSERX (-10.32). FTHFX return over 5 years is better than : 101.48 vs. JSERX (-8.36).
| 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 | 11.008 | -2.322 | -474% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 3.5B | 323% |
| Annual Yield % from dividends | 0.69 | 0.46 | 150% |
| Returns for 1 year | 2.80 | -10.32 | -27% |
| Returns for 3 years | 59.37 | 3.95 | 1,504% |
| Returns for 5 years | 101.48 | -8.36 | -1,213% |
| Returns for 10 years | 174.23 | 15.17 | 1,148% |
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