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FTHFX vs ORSIX
FTHFX vs ORSIX Comparison
Open Charts FTHFX vs ORSIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.10
Change-$0.94 (-2.09%)
VolumeN/A
Net Assets10.22B
North Square Dynamic Small Cap I
Price$13.84
Change-$0.40 (-2.81%)
VolumeN/A
Net Assets495.02M
FTHFX vs ORSIX Comparison Chart
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FTHFX vs. ORSIX commentary
May 23, 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 Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.2B vs. ORSIX (495M). 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. FTHFX annual gain was more profitable for investors over the last year : -1.77 vs. ORSIX (-3.85). FTHFX return over 5 years is better than : 105.31 vs. ORSIX (28.62).
| 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 | -0.837 | -5.570 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 495M | 2,061% |
| Annual Yield % from dividends | 0.82 | 0.15 | 536% |
| Returns for 1 year | -1.77 | -3.85 | 46% |
| Returns for 3 years | 41.02 | 35.48 | 116% |
| Returns for 5 years | 105.31 | 28.62 | 368% |
| Returns for 10 years | 136.56 | N/A | - |
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