Interact to see
Advertisement
Advertisement
FTHFX vs JSERX
FTHFX vs JSERX Comparison
Open Charts FTHFX vs JSERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.48
Change+$0.29 (+0.61%)
VolumeN/A
Net Assets10.71B
JPMorgan Small Cap Equity R5
Price$53.00
Change-$0.19 (-0.36%)
VolumeN/A
Net Assets3.57B
FTHFX vs JSERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. JSERX commentary
Aug 11, 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: 10.7B vs. JSERX (3.57B). FTHFX pays higher dividends than JSERX: FTHFX (0.74) 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 : 4.89 vs. JSERX (-5.75). FTHFX return over 5 years is better than : 86.93 vs. JSERX (-7.45).
| 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 | 4.535 | -3.090 | -147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 3.57B | 300% |
| Annual Yield % from dividends | 0.74 | 0.46 | 162% |
| Returns for 1 year | 4.89 | -5.75 | -85% |
| Returns for 3 years | 41.50 | -8.25 | -503% |
| Returns for 5 years | 86.93 | -7.45 | -1,166% |
| Returns for 10 years | 151.47 | 10.58 | 1,431% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers