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FTHFX vs SBRVX
FTHFX vs SBRVX Comparison
Open Charts FTHFX vs SBRVX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.73
Change+$0.57 (+1.29%)
VolumeN/A
Net Assets10.02B
Segall Bryant & Hamill Sm Cp Val Ret
Price$14.20
Change+$0.22 (+1.57%)
VolumeN/A
Net Assets392.15M
FTHFX vs SBRVX Comparison Chart
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FTHFX vs. SBRVX commentary
Jun 07, 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 StrongBuy and SBRVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10B vs. SBRVX (392M). SBRVX pays higher dividends than FTHFX: SBRVX (1.04) vs FTHFX (0.79). 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 : 0.72 vs. FTHFX (-0.90). FTHFX return over 5 years is better than : 80.01 vs. SBRVX (27.55).
| 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 | -2.774 | -5.859 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 392M | 2,551% |
| Annual Yield % from dividends | 0.79 | 1.04 | 75% |
| Returns for 1 year | -0.90 | 0.72 | -126% |
| Returns for 3 years | 28.29 | 7.12 | 397% |
| Returns for 5 years | 80.01 | 27.55 | 290% |
| Returns for 10 years | 136.94 | N/A | - |
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