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FTHFX vs ORSIX
FTHFX vs ORSIX Comparison
Open Charts FTHFX vs ORSIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.55
Change-$2.65 (-6.13%)
VolumeN/A
Net Assets9.94B
North Square Dynamic Small Cap I
Price$13.10
Change-$0.95 (-6.76%)
VolumeN/A
Net Assets422.74M
FTHFX vs ORSIX Comparison Chart
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FTHFX vs. ORSIX commentary
Apr 04, 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 ORSIX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.94B vs. ORSIX (423M). FTHFX pays higher dividends than ORSIX: FTHFX (0.82) vs ORSIX (0.15). FTHFX was incepted earlier than ORSIX: FTHFX (14 years) vs ORSIX (10 years). ORSIX (1.18) is less costly to investors than FTHFX (0.63). ORSIX is a more actively managed with annual turnover of: 174.00 vs. FTHFX (41.00). FTHFX (1000000) and ORSIX (1000000) have matching initial minimum investment requirements. ORSIX annual gain was more profitable for investors over the last year : -2.97 vs. FTHFX (-5.12). FTHFX return over 5 years is better than : 137.69 vs. ORSIX (62.63).
| FTHFX | ORSIX | FTHFX / ORSIX | |
| Total Expense Ratio | 0.63 | 0.99 | 64% |
| Annual Report Gross Expense Ratio | 0.63 | 1.18 | 53% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | -4.888 | -6.830 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.94B | 423M | 2,349% |
| Annual Yield % from dividends | 0.82 | 0.15 | 546% |
| Returns for 1 year | -5.12 | -2.97 | 172% |
| Returns for 3 years | 26.25 | 14.92 | 176% |
| Returns for 5 years | 137.69 | 62.63 | 220% |
| Returns for 10 years | 92.07 | N/A | - |
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