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FTHFX vs PENNX
FTHFX vs PENNX Comparison
Open Charts FTHFX vs PENNX
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.67
Change+$0.81 (+1.73%)
VolumeN/A
Net Assets10.78B
Royce Small-Cap Fund Invmt
Price$9.25
Change+$0.08 (+0.87%)
VolumeN/A
Net Assets1.76B
FTHFX vs PENNX Comparison Chart in %
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FTHFX vs. PENNX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.8B vs. PENNX (1.76B). FTHFX pays higher dividends than PENNX: FTHFX (0.76) vs PENNX (0.56). 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 : 2.03 vs. PENNX (-7.84). FTHFX return over 5 years is better than : 99.73 vs. PENNX (11.90).
| 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 | 4.954 | 2.436 | 203% |
| 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 | 1.76B | 613% |
| Annual Yield % from dividends | 0.76 | 0.56 | 136% |
| Returns for 1 year | 2.03 | -7.84 | -26% |
| Returns for 3 years | 45.52 | 17.06 | 267% |
| Returns for 5 years | 99.73 | 11.90 | 838% |
| Returns for 10 years | 152.73 | -22.49 | -679% |
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