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FTHFX vs SBRVX
FTHFX vs SBRVX Comparison
Open Charts FTHFX vs SBRVX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.06
Change-$0.14 (-0.32%)
VolumeN/A
Net Assets9.79B
Segall Bryant & Hamill Sm Cp Val Ret
Price$13.41
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets389.49M
FTHFX vs SBRVX Comparison Chart
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FTHFX vs. SBRVX commentary
May 13, 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 SBRVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.79B vs. SBRVX (389M). SBRVX pays higher dividends than FTHFX: SBRVX (1.11) vs FTHFX (0.82). FTHFX was incepted earlier than SBRVX: FTHFX (14 years) vs SBRVX (5 years). SBRVX (1.14) 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 : -5.22 vs. FTHFX (-5.88). FTHFX return over 5 years is better than : 98.29 vs. SBRVX (36.40).
| FTHFX | SBRVX | FTHFX / SBRVX | |
| Total Expense Ratio | 0.63 | 1.14 | 55% |
| Annual Report Gross Expense Ratio | 0.63 | 1.14 | 55% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | -5.196 | -9.697 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.79B | 389M | 2,517% |
| Annual Yield % from dividends | 0.82 | 1.11 | 74% |
| Returns for 1 year | -5.88 | -5.22 | 113% |
| Returns for 3 years | 34.82 | 10.71 | 325% |
| Returns for 5 years | 98.29 | 36.40 | 270% |
| Returns for 10 years | 128.97 | N/A | - |
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