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FTHFX vs SBRVX
FTHFX vs SBRVX Comparison
Open Charts FTHFX vs SBRVX
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.34
Change+$0.27 (+0.67%)
VolumeN/A
Net Assets9.13B
Segall Bryant & Hamill Sm Cp Val Ret
Price$12.24
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets358.75M
FTHFX vs SBRVX Comparison Chart
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FTHFX vs. SBRVX 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 SBRVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.14B vs. SBRVX (359M). SBRVX pays higher dividends than FTHFX: SBRVX (1.05) 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 (35.00). SBRVX has a lower initial minimum investment than FTHFX: SBRVX (2500) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : -7.16 vs. SBRVX (-8.19). FTHFX return over 5 years is better than : 93.37 vs. SBRVX (32.70).
| 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 | -11.779 | -17.980 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.14B | 359M | 2,545% |
| Annual Yield % from dividends | 0.82 | 1.05 | 77% |
| Returns for 1 year | -7.16 | -8.19 | 87% |
| Returns for 3 years | 19.87 | -10.94 | -182% |
| Returns for 5 years | 93.37 | 32.70 | 286% |
| Returns for 10 years | 76.84 | N/A | - |
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