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FTHFX vs JSERX
FTHFX vs JSERX Comparison
Open Charts FTHFX vs JSERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.34
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets10.65B
JPMorgan Small Cap Equity R5
Price$56.50
Change+$0.36 (+0.64%)
VolumeN/A
Net Assets4.5B
FTHFX vs JSERX Comparison Chart
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FTHFX vs. JSERX commentary
Jan 19, 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: 10.6B vs. JSERX (4.5B). 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 : 14.58 vs. JSERX (7.41). FTHFX return over 5 years is better than : 75.76 vs. JSERX (-6.49).
| 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 | 4.227 | 3.310 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 4.5B | 235% |
| Annual Yield % from dividends | 0.95 | 0.88 | 108% |
| Returns for 1 year | 14.58 | 7.41 | 197% |
| Returns for 3 years | 32.29 | -10.01 | -323% |
| Returns for 5 years | 75.76 | -6.49 | -1,168% |
| Returns for 10 years | 117.48 | 25.10 | 468% |
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