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FTHFX vs MXERX
FTHFX vs MXERX Comparison
Open Charts FTHFX vs MXERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$46.08
Change+$0.76 (+1.68%)
VolumeN/A
Net Assets10.24B
Empower S&P SmallCap 600® Index Instl
Price$6.22
Change+$0.09 (+1.47%)
VolumeN/A
Net Assets984.1M
FTHFX vs MXERX Comparison Chart in %
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FTHFX vs. MXERX commentary
Jul 02, 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 MXERX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.2B vs. MXERX (984M). MXERX pays higher dividends than FTHFX: MXERX (2.40) vs FTHFX (0.76). FTHFX was incepted earlier than MXERX: FTHFX (14 years) vs MXERX (10 years). FTHFX (0.63) is less costly to investors than MXERX (0.21). FTHFX is a more actively managed with annual turnover of: 41.00 vs. MXERX (27.00). MXERX has a lower initial minimum investment than FTHFX: MXERX (0) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : 2.78 vs. MXERX (-2.31). FTHFX return over 5 years is better than : 95.99 vs. MXERX (9.09).
| FTHFX | MXERX | FTHFX / MXERX | |
| Total Expense Ratio | 0.63 | 0.21 | 300% |
| Annual Report Gross Expense Ratio | 0.63 | 0.21 | 300% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | -0.220 | -4.666 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 984M | 1,037% |
| Annual Yield % from dividends | 0.76 | 2.40 | 32% |
| Returns for 1 year | 2.78 | -2.31 | -120% |
| Returns for 3 years | 44.67 | -2.87 | -1,559% |
| Returns for 5 years | 95.99 | 9.09 | 1,056% |
| Returns for 10 years | 142.43 | -23.04 | -618% |
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