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FTHFX vs LMARX
FTHFX vs LMARX Comparison
Open Charts FTHFX vs LMARX
FullerThaler Behavioral Sm-Cp Eq R6
Price$39.57
Change-$1.45 (-3.53%)
VolumeN/A
Net Assets9.41B
ClearBridge Small Cap R
Price$51.79
Change-$2.24 (-4.15%)
VolumeN/A
Net Assets651.58M
FTHFX vs LMARX Comparison Chart
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FTHFX vs. LMARX 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 Hold and LMARX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.41B vs. LMARX (652M). FTHFX pays higher dividends than LMARX: FTHFX (0.82) vs LMARX (0.14). FTHFX was incepted earlier than LMARX: FTHFX (14 years) vs LMARX (18 years). LMARX (1.46) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. LMARX (33.00). LMARX has a lower initial minimum investment than FTHFX: LMARX (0) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : -7.51 vs. LMARX (-8.91). FTHFX return over 5 years is better than : 92.14 vs. LMARX (33.70).
| FTHFX | LMARX | FTHFX / LMARX | |
| Total Expense Ratio | 0.63 | 1.45 | 43% |
| Annual Report Gross Expense Ratio | 0.63 | 1.46 | 43% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | -9.687 | -12.686 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.41B | 652M | 1,442% |
| Annual Yield % from dividends | 0.82 | 0.14 | 579% |
| Returns for 1 year | -7.51 | -8.91 | 84% |
| Returns for 3 years | 23.93 | -11.07 | -216% |
| Returns for 5 years | 92.14 | 33.70 | 273% |
| Returns for 10 years | 81.25 | 12.47 | 652% |
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