Interact to see
Advertisement
Advertisement
FTHFX vs MXERX
FTHFX vs MXERX Comparison
Open Charts FTHFX vs MXERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.67
Change+$0.81 (+1.73%)
VolumeN/A
Net Assets10.78B
Empower S&P SmallCap 600® Index Instl
Price$6.33
Change+$0.03 (+0.48%)
VolumeN/A
Net Assets1.02B
FTHFX vs MXERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. MXERX commentary
Jul 27, 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: 10.8B vs. MXERX (1.02B). 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 : 2.03 vs. MXERX (-7.62). FTHFX return over 5 years is better than : 99.73 vs. MXERX (8.90).
| 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 | 4.954 | -1.555 | -319% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 1.02B | 1,056% |
| Annual Yield % from dividends | 0.76 | 2.40 | 32% |
| Returns for 1 year | 2.03 | -7.62 | -27% |
| Returns for 3 years | 45.52 | -3.86 | -1,178% |
| Returns for 5 years | 99.73 | 8.90 | 1,120% |
| Returns for 10 years | 152.73 | -18.85 | -810% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement