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FTHFX vs PENNX
FTHFX vs PENNX Comparison
Open Charts FTHFX vs PENNX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.20
Change+$0.35 (+0.82%)
VolumeN/A
Net Assets9.7B
Royce Small-Cap Fund Invmt
Price$8.35
Change+$0.14 (+1.71%)
VolumeN/A
Net Assets1.6B
FTHFX vs PENNX Comparison Chart
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FTHFX vs. PENNX 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 PENNX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.7B vs. PENNX (1.6B). FTHFX pays higher dividends than PENNX: FTHFX (0.82) vs PENNX (0.62). FTHFX was incepted earlier than PENNX: FTHFX (14 years) vs PENNX (53 years). PENNX (0.94) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. PENNX (37.00). PENNX has a lower initial minimum investment than FTHFX: PENNX (2000) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : -5.34 vs. PENNX (-12.47). FTHFX return over 5 years is better than : 97.33 vs. PENNX (11.80).
| FTHFX | PENNX | FTHFX / PENNX | |
| Total Expense Ratio | 0.63 | 0.94 | 67% |
| Annual Report Gross Expense Ratio | 0.63 | 0.94 | 67% |
| Fund Existence | 14 years | 53 years | - |
| Gain YTD | -5.658 | -7.530 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.7B | 1.6B | 606% |
| Annual Yield % from dividends | 0.82 | 0.62 | 132% |
| Returns for 1 year | -5.34 | -12.47 | 43% |
| Returns for 3 years | 33.91 | 6.74 | 503% |
| Returns for 5 years | 97.33 | 11.80 | 825% |
| Returns for 10 years | 127.18 | -33.77 | -377% |
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