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FTHFX vs PENNX
FTHFX vs PENNX Comparison
Open Charts FTHFX vs PENNX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.73
Change-$0.69 (-1.55%)
VolumeN/A
Net Assets10.11B
Royce Small-Cap Fund Invmt
Price$8.66
Change-$0.17 (-1.93%)
VolumeN/A
Net Assets1.67B
FTHFX vs PENNX Comparison Chart
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FTHFX vs. PENNX commentary
Jun 14, 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 PENNX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.1B vs. PENNX (1.67B). FTHFX pays higher dividends than PENNX: FTHFX (0.79) vs PENNX (0.59). FTHFX was incepted earlier than PENNX: FTHFX (14 years) vs PENNX (53 years). PENNX (0.93) 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 : -0.23 vs. PENNX (-9.13). FTHFX return over 5 years is better than : 96.61 vs. PENNX (11.12).
| FTHFX | PENNX | FTHFX / PENNX | |
| Total Expense Ratio | 0.63 | 0.93 | 68% |
| Annual Report Gross Expense Ratio | 0.63 | 0.93 | 68% |
| Fund Existence | 14 years | 53 years | - |
| Gain YTD | -2.202 | -4.097 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 1.67B | 603% |
| Annual Yield % from dividends | 0.79 | 0.59 | 134% |
| Returns for 1 year | -0.23 | -9.13 | 2% |
| Returns for 3 years | 41.67 | 14.92 | 279% |
| Returns for 5 years | 96.61 | 11.12 | 869% |
| Returns for 10 years | 135.97 | -32.15 | -423% |
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