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FTHFX vs MXERX
FTHFX vs MXERX Comparison
Open Charts FTHFX vs MXERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$39.57
Change-$1.45 (-3.53%)
VolumeN/A
Net Assets9.41B
Empower S&P SmallCap 600® Index Instl
Price$5.27
Change-$0.25 (-4.53%)
VolumeN/A
Net Assets924.49M
FTHFX vs MXERX Comparison Chart
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FTHFX vs. MXERX commentary
Apr 11, 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 MXERX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.41B vs. MXERX (924M). MXERX pays higher dividends than FTHFX: MXERX (2.51) vs FTHFX (0.82). 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 : -7.51 vs. MXERX (-11.76). FTHFX return over 5 years is better than : 92.14 vs. MXERX (9.26).
| 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 | -9.687 | -14.152 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.41B | 924M | 1,018% |
| Annual Yield % from dividends | 0.82 | 2.51 | 32% |
| Returns for 1 year | -7.51 | -11.76 | 64% |
| Returns for 3 years | 23.93 | -21.01 | -114% |
| Returns for 5 years | 92.14 | 9.26 | 995% |
| Returns for 10 years | 81.25 | N/A | - |
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|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ELQD | 80.33 | N/A | N/A |
| iShares ESG Advanced Inv Grd Corp Bd ETF | |||
| EEMV | 56.12 | -0.34 | -0.60% |
| iShares MSCI Emerg Mkts Min Vol Fctr ETF | |||
| DEED | 20.77 | -0.19 | -0.92% |
| First Trust TCW Securitized Plus ETF | |||
| MHD | 10.84 | -0.38 | -3.39% |
| Blackrock Muniholdings Fund | |||
| JRS | 7.06 | -0.31 | -4.21% |
| Nuveen Real Estate Income Fund | |||