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FTHFX vs PENNX
FTHFX vs PENNX Comparison
Open Charts FTHFX vs PENNX
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.34
Change+$0.27 (+0.67%)
VolumeN/A
Net Assets9.13B
Royce Small-Cap Fund Invmt
Price$7.70
Change+$0.06 (+0.79%)
VolumeN/A
Net Assets1.5B
FTHFX vs PENNX Comparison Chart
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FTHFX vs. PENNX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.14B vs. PENNX (1.5B). FTHFX pays higher dividends than PENNX: FTHFX (0.82) vs PENNX (0.61). FTHFX was incepted earlier than PENNX: FTHFX (14 years) vs PENNX (52 years). PENNX (0.94) is less costly to investors than FTHFX (0.63). 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 : -7.16 vs. PENNX (-14.75). FTHFX return over 5 years is better than : 93.37 vs. PENNX (11.31).
| 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 | 52 years | - |
| Gain YTD | -11.779 | -14.729 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.14B | 1.5B | 609% |
| Annual Yield % from dividends | 0.82 | 0.61 | 134% |
| Returns for 1 year | -7.16 | -14.75 | 49% |
| Returns for 3 years | 19.87 | -7.65 | -260% |
| Returns for 5 years | 93.37 | 11.31 | 826% |
| Returns for 10 years | 76.84 | -39.58 | -194% |
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