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FTHFX vs JSERX
FTHFX vs JSERX Comparison
Open Charts FTHFX vs JSERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.85
Change-$0.19 (-0.38%)
VolumeN/A
Net Assets11.31B
JPMorgan Small Cap Equity R5
Price$54.21
Change-$0.02 (-0.04%)
VolumeN/A
Net Assets3.58B
FTHFX vs JSERX Comparison Chart in %
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FTHFX vs. JSERX commentary
Sep 17, 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: 11.3B vs. JSERX (3.58B). FTHFX pays higher dividends than JSERX: FTHFX (0.70) vs JSERX (0.45). 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 : 4.76 vs. JSERX (-7.93). FTHFX return over 5 years is better than : 106.16 vs. JSERX (-3.36).
| 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 | 10.172 | -0.841 | -1,209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 3.58B | 315% |
| Annual Yield % from dividends | 0.70 | 0.45 | 157% |
| Returns for 1 year | 4.76 | -7.93 | -60% |
| Returns for 3 years | 56.19 | -0.34 | -16,353% |
| Returns for 5 years | 106.16 | -3.36 | -3,162% |
| Returns for 10 years | 178.10 | 19.11 | 932% |
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