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FTHFX vs OSSIX
FTHFX vs OSSIX Comparison
Open Charts FTHFX vs OSSIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.20
Change+$0.35 (+0.82%)
VolumeN/A
Net Assets9.7B
Invesco Main Street Small Cap R6
Price$21.49
Change+$0.27 (+1.27%)
VolumeN/A
Net Assets1.89B
FTHFX vs OSSIX Comparison Chart
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FTHFX vs. OSSIX commentary
May 09, 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 OSSIX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.7B vs. OSSIX (1.89B). FTHFX pays higher dividends than OSSIX: FTHFX (0.82) vs OSSIX (0.26). FTHFX was incepted earlier than OSSIX: FTHFX (14 years) vs OSSIX (12 years). OSSIX (0.71) is less costly to investors than FTHFX (0.63). FTHFX (41.00) and OSSIX (41.00) have comparable annual turnover. FTHFX (1000000) and OSSIX (1000000) have matching initial minimum investment requirements. OSSIX annual gain was more profitable for investors over the last year : -2.12 vs. FTHFX (-5.34). FTHFX return over 5 years is better than : 97.33 vs. OSSIX (67.62).
| FTHFX | OSSIX | FTHFX / OSSIX | |
| Total Expense Ratio | 0.63 | 0.71 | 89% |
| Annual Report Gross Expense Ratio | 0.63 | 0.71 | 89% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | -5.658 | -5.013 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.7B | 1.89B | 513% |
| Annual Yield % from dividends | 0.82 | 0.26 | 315% |
| Returns for 1 year | -5.34 | -2.12 | 251% |
| Returns for 3 years | 33.91 | 22.88 | 148% |
| Returns for 5 years | 97.33 | 67.62 | 144% |
| Returns for 10 years | 127.18 | 68.97 | 184% |