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FTHFX vs JUSMX
FTHFX vs JUSMX Comparison
Open Charts FTHFX vs JUSMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$46.91
Change+$0.37 (+0.80%)
VolumeN/A
Net Assets10.66B
JPMorgan US Small Company R6
Price$18.06
Change+$0.17 (+0.95%)
VolumeN/A
Net Assets946.55M
FTHFX vs JUSMX Comparison Chart in %
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FTHFX vs. JUSMX commentary
Jul 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 JUSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.7B vs. JUSMX (947M). FTHFX pays higher dividends than JUSMX: FTHFX (0.76) vs JUSMX (0.54). FTHFX was incepted earlier than JUSMX: FTHFX (14 years) vs JUSMX (14 years). JUSMX (0.72) is less costly to investors than FTHFX (0.63). JUSMX is a more actively managed with annual turnover of: 61.00 vs. FTHFX (41.00). FTHFX has a lower initial minimum investment than JUSMX: FTHFX (1000000) vs JUSMX (15000000). FTHFX annual gain was more profitable for investors over the last year : 5.98 vs. JUSMX (-0.53). FTHFX return over 5 years is better than : 102.86 vs. JUSMX (22.58).
| FTHFX | JUSMX | FTHFX / JUSMX | |
| Total Expense Ratio | 0.63 | 0.72 | 88% |
| Annual Report Gross Expense Ratio | 0.63 | 0.72 | 88% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 3.280 | 0.278 | 1,182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 947M | 1,130% |
| Annual Yield % from dividends | 0.76 | 0.54 | 141% |
| Returns for 1 year | 5.98 | -0.53 | -1,128% |
| Returns for 3 years | 49.75 | 18.58 | 268% |
| Returns for 5 years | 102.86 | 22.58 | 455% |
| Returns for 10 years | 151.69 | 9.48 | 1,601% |
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