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FTHFX vs SBRVX
FTHFX vs SBRVX Comparison
Open Charts FTHFX vs SBRVX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.08
Change+$1.13 (+2.36%)
VolumeN/A
Net Assets10.7B
Segall Bryant & Hamill Sm Cp Val Ret
Price$15.66
Change+$0.55 (+3.64%)
VolumeN/A
Net Assets398.29M
FTHFX vs SBRVX Comparison Chart in %
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FTHFX vs. SBRVX commentary
Nov 23, 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 Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.7B vs. SBRVX (398M). SBRVX pays higher dividends than FTHFX: SBRVX (0.90) vs FTHFX (0.70). 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 : -7.28 vs. FTHFX (-8.14). FTHFX return over 5 years is better than : 76.88 vs. SBRVX (28.29).
| 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 | 5.570 | 1.751 | 318% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 398M | 2,688% |
| Annual Yield % from dividends | 0.70 | 0.90 | 78% |
| Returns for 1 year | -8.14 | -7.28 | 112% |
| Returns for 3 years | 33.27 | 17.27 | 193% |
| Returns for 5 years | 76.88 | 28.29 | 272% |
| Returns for 10 years | 153.71 | N/A | - |
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