Ad is loading...
FTHFX vs JUSMX
FTHFX vs JUSMX Comparison
Open Charts FTHFX vs JUSMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$41.02
Change+$3.18 (+8.40%)
VolumeN/A
Net Assets8.68B
JPMorgan US Small Company R6
Price$15.37
Change+$1.20 (+8.47%)
VolumeN/A
Net Assets768.33M
FTHFX vs JUSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. JUSMX commentary
Apr 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 JUSMX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 8.68B vs. JUSMX (768M). FTHFX pays higher dividends than JUSMX: FTHFX (0.82) vs JUSMX (0.59). FTHFX was incepted earlier than JUSMX: FTHFX (14 years) vs JUSMX (13 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 : -16.40 vs. JUSMX (-23.99). FTHFX return over 5 years is better than : 77.25 vs. JUSMX (7.23).
| 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 | 13 years | - |
| Gain YTD | -16.689 | -21.321 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.68B | 768M | 1,130% |
| Annual Yield % from dividends | 0.82 | 0.59 | 139% |
| Returns for 1 year | -16.40 | -23.99 | 68% |
| Returns for 3 years | 13.82 | -18.72 | -74% |
| Returns for 5 years | 77.25 | 7.23 | 1,068% |
| Returns for 10 years | 66.45 | -15.09 | -440% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CICAX | 50.07 | N/A | N/A |
| American Funds Invmt Co of Amer 529A | |||
| SCGVX | 25.16 | N/A | N/A |
| Sands Capital Global Growth Inv | |||
| BRWSX | 19.77 | N/A | N/A |
| MFS Blended Research Growth Eq R2 | |||
| AFYDX | 43.91 | N/A | N/A |
| American Century Large Cap Equity Y | |||
| AIWEX | 12.47 | N/A | N/A |
| Cavanal Hill World Energy Institutional | |||