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FTHFX vs JSERX
FTHFX vs JSERX Comparison
Open Charts FTHFX vs JSERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$45.42
Change+$0.26 (+0.58%)
VolumeN/A
Net Assets10.26B
JPMorgan Small Cap Equity R5
Price$53.43
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets3.86B
FTHFX vs JSERX Comparison Chart in %
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FTHFX vs. JSERX commentary
Jun 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.3B vs. JSERX (3.86B). FTHFX pays higher dividends than JSERX: FTHFX (0.79) 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 : 2.05 vs. JSERX (-1.84). FTHFX return over 5 years is better than : 101.00 vs. JSERX (5.07).
| 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 | -0.572 | -2.359 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.3B | 3.86B | 267% |
| Annual Yield % from dividends | 0.79 | 0.48 | 165% |
| Returns for 1 year | 2.05 | -1.84 | -111% |
| Returns for 3 years | 43.94 | -0.30 | -14,754% |
| Returns for 5 years | 101.00 | 5.07 | 1,991% |
| Returns for 10 years | 143.28 | 10.38 | 1,380% |
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