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FTHFX vs LMSAX
FTHFX vs LMSAX Comparison
Open Charts FTHFX vs LMSAX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.06
Change-$0.14 (-0.32%)
VolumeN/A
Net Assets9.78B
ClearBridge Small Cap A
Price$35.83
Change-$0.11 (-0.31%)
VolumeN/A
Net Assets668.04M
FTHFX vs LMSAX Comparison Chart
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FTHFX vs. LMSAX commentary
May 10, 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 LMSAX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.78B vs. LMSAX (668M). LMSAX pays higher dividends than FTHFX: LMSAX (1.09) vs FTHFX (0.82). FTHFX was incepted earlier than LMSAX: FTHFX (14 years) vs LMSAX (16 years). LMSAX (1.10) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. LMSAX (33.00). LMSAX has a lower initial minimum investment than FTHFX: LMSAX (1000) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : -5.58 vs. LMSAX (-7.29). FTHFX return over 5 years is better than : 98.94 vs. LMSAX (23.77).
| FTHFX | LMSAX | FTHFX / LMSAX | |
| Total Expense Ratio | 0.63 | 1.07 | 59% |
| Annual Report Gross Expense Ratio | 0.63 | 1.10 | 57% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | -4.888 | -8.550 | 57% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.78B | 668M | 1,465% |
| Annual Yield % from dividends | 0.82 | 1.09 | 75% |
| Returns for 1 year | -5.58 | -7.29 | 76% |
| Returns for 3 years | 35.26 | 0.32 | 11,126% |
| Returns for 5 years | 98.94 | 23.77 | 416% |
| Returns for 10 years | 129.71 | 5.89 | 2,202% |
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