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FTHFX vs KESGX
FTHFX vs KESGX Comparison
Open Charts FTHFX vs KESGX
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.55
Change-$2.65 (-6.13%)
VolumeN/A
Net Assets9.94B
Kennedy Capital ESG SMID Cap I
Price$14.38
Change-$0.93 (-6.07%)
VolumeN/A
Net Assets61.95M
FTHFX vs KESGX Comparison Chart
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FTHFX vs. KESGX commentary
Apr 05, 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 KESGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.94B vs. KESGX (61.9M). FTHFX pays higher dividends than KESGX: FTHFX (0.82) vs KESGX (0.20). FTHFX was incepted earlier than KESGX: FTHFX (14 years) vs KESGX (6 years). KESGX (1.28) is less costly to investors than FTHFX (0.63). KESGX is a more actively managed with annual turnover of: 58.00 vs. FTHFX (41.00). KESGX has a lower initial minimum investment than FTHFX: KESGX (5000) vs FTHFX (1000000). KESGX annual gain was more profitable for investors over the last year : -0.09 vs. FTHFX (-5.12). FTHFX return over 5 years is better than : 137.69 vs. KESGX (113.99).
| FTHFX | KESGX | FTHFX / KESGX | |
| Total Expense Ratio | 0.63 | 0.82 | 77% |
| Annual Report Gross Expense Ratio | 0.63 | 1.28 | 49% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -4.888 | -4.133 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.94B | 61.9M | 16,053% |
| Annual Yield % from dividends | 0.82 | 0.20 | 414% |
| Returns for 1 year | -5.12 | -0.09 | 5,983% |
| Returns for 3 years | 26.25 | 6.99 | 376% |
| Returns for 5 years | 137.69 | 113.99 | 121% |
| Returns for 10 years | 92.07 | N/A | - |
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