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FTHFX vs LMBAX
FTHFX vs LMBAX Comparison
Open Charts FTHFX vs LMBAX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.29
Change+$0.40 (+0.80%)
VolumeN/A
Net Assets11.17B
Franklin U.S. Small Cap Equity A
Price$15.52
Change+$0.16 (+1.04%)
VolumeN/A
Net Assets120.84M
FTHFX vs LMBAX Comparison Chart in %
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FTHFX vs. LMBAX commentary
Oct 09, 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 LMBAX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.2B vs. LMBAX (121M). FTHFX pays higher dividends than LMBAX: FTHFX (0.69) vs LMBAX (0.27). FTHFX was incepted earlier than LMBAX: FTHFX (14 years) vs LMBAX (17 years). LMBAX (1.41) is less costly to investors than FTHFX (0.63). LMBAX is a more actively managed with annual turnover of: 53.00 vs. FTHFX (41.00). LMBAX has a lower initial minimum investment than FTHFX: LMBAX (1000) vs FTHFX (1000000). LMBAX annual gain was more profitable for investors over the last year : 11.55 vs. FTHFX (2.41). FTHFX return over 5 years is better than : 96.41 vs. LMBAX (34.77).
| FTHFX | LMBAX | FTHFX / LMBAX | |
| Total Expense Ratio | 0.63 | 1.30 | 48% |
| Annual Report Gross Expense Ratio | 0.63 | 1.41 | 45% |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | 9.841 | 15.489 | 64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 121M | 9,256% |
| Annual Yield % from dividends | 0.69 | 0.27 | 261% |
| Returns for 1 year | 2.41 | 11.55 | 21% |
| Returns for 3 years | 57.69 | 44.76 | 129% |
| Returns for 5 years | 96.41 | 34.77 | 277% |
| Returns for 10 years | 171.35 | 21.00 | 816% |
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