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FTHFX vs LMBAX
FTHFX vs LMBAX Comparison
Open Charts FTHFX vs LMBAX
FullerThaler Behavioral Sm-Cp Eq R6
Price$46.90
Change+$0.68 (+1.47%)
VolumeN/A
Net Assets10.43B
Franklin U.S. Small Cap Equity A
Price$13.87
Change+$0.29 (+2.14%)
VolumeN/A
Net Assets103.88M
FTHFX vs LMBAX Comparison Chart in %
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FTHFX vs. LMBAX commentary
Aug 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 LMBAX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.4B vs. LMBAX (104M). FTHFX pays higher dividends than LMBAX: FTHFX (0.74) vs LMBAX (0.30). 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 : 3.97 vs. FTHFX (1.42). FTHFX return over 5 years is better than : 83.64 vs. LMBAX (26.71).
| 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 | 1.761 | 2.105 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 104M | 10,000% |
| Annual Yield % from dividends | 0.74 | 0.30 | 248% |
| Returns for 1 year | 1.42 | 3.97 | 36% |
| Returns for 3 years | 36.12 | 15.68 | 230% |
| Returns for 5 years | 83.64 | 26.71 | 313% |
| Returns for 10 years | 145.65 | 2.63 | 5,530% |
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