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FTHFX vs SBRVX
FTHFX vs SBRVX Comparison
Open Charts FTHFX vs SBRVX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.89
Change-$0.51 (-1.01%)
VolumeN/A
Net Assets11.28B
Segall Bryant & Hamill Sm Cp Val Ret
Price$16.05
Change-$0.23 (-1.41%)
VolumeN/A
Net Assets437.04M
FTHFX vs SBRVX Comparison Chart in %
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FTHFX vs. SBRVX commentary
Oct 08, 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 SBRVX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. SBRVX (437M). SBRVX pays higher dividends than FTHFX: SBRVX (0.90) vs FTHFX (0.69). FTHFX was incepted earlier than SBRVX: FTHFX (14 years) vs SBRVX (6 years). SBRVX (1.22) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. SBRVX (33.00). SBRVX has a lower initial minimum investment than FTHFX: SBRVX (2500) vs FTHFX (1000000). SBRVX annual gain was more profitable for investors over the last year : 6.85 vs. FTHFX (3.35). FTHFX return over 5 years is better than : 99.10 vs. SBRVX (49.60).
| FTHFX | SBRVX | FTHFX / SBRVX | |
| Total Expense Ratio | 0.63 | 1.14 | 55% |
| Annual Report Gross Expense Ratio | 0.63 | 1.22 | 52% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 10.964 | 9.630 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 437M | 2,586% |
| Annual Yield % from dividends | 0.69 | 0.90 | 77% |
| Returns for 1 year | 3.35 | 6.85 | 49% |
| Returns for 3 years | 59.30 | 43.30 | 137% |
| Returns for 5 years | 99.10 | 49.60 | 200% |
| Returns for 10 years | 174.12 | N/A | - |
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