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FTHFX vs PENNX
FTHFX vs PENNX Comparison
Open Charts FTHFX vs PENNX
FullerThaler Behavioral Sm-Cp Eq R6
Price$48.60
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets10.79B
Royce Small-Cap Fund Invmt
Price$9.29
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets1.71B
FTHFX vs PENNX Comparison Chart in %
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FTHFX vs. PENNX commentary
Nov 20, 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: 10.8B vs. PENNX (1.71B). FTHFX pays higher dividends than PENNX: FTHFX (0.70) vs PENNX (0.53). 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 : -5.11 vs. PENNX (-8.17). FTHFX return over 5 years is better than : 79.21 vs. PENNX (-4.64).
| 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 | 6.957 | 2.879 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 1.71B | 633% |
| Annual Yield % from dividends | 0.70 | 0.53 | 134% |
| Returns for 1 year | -5.11 | -8.17 | 63% |
| Returns for 3 years | 36.76 | 13.58 | 271% |
| Returns for 5 years | 79.21 | -4.64 | -1,707% |
| Returns for 10 years | 159.87 | -19.75 | -809% |
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