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FTHFX vs SDFSX
FTHFX vs SDFSX Comparison
Open Charts FTHFX vs SDFSX
FullerThaler Behavioral Sm-Cp Eq R6
Price$41.02
Change+$3.18 (+8.40%)
VolumeN/A
Net Assets8.68B
Sit Small Cap Dividend Growth S
Price$15.37
Change+$1.23 (+8.70%)
VolumeN/A
Net Assets33.66M
FTHFX vs SDFSX Comparison Chart
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FTHFX vs. SDFSX commentary
Apr 11, 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 SDFSX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 8.68B vs. SDFSX (33.7M). FTHFX pays higher dividends than SDFSX: FTHFX (0.82) vs SDFSX (0.76). FTHFX was incepted earlier than SDFSX: FTHFX (14 years) vs SDFSX (10 years). SDFSX (1.56) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. SDFSX (12.81). SDFSX has a lower initial minimum investment than FTHFX: SDFSX (5000) vs FTHFX (1000000). SDFSX annual gain was more profitable for investors over the last year : -12.67 vs. FTHFX (-16.40). FTHFX return over 5 years is better than : 77.25 vs. SDFSX (45.40).
| FTHFX | SDFSX | FTHFX / SDFSX | |
| Total Expense Ratio | 0.63 | 1.21 | 52% |
| Annual Report Gross Expense Ratio | 0.63 | 1.56 | 40% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | -16.689 | -16.775 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.68B | 33.7M | 25,754% |
| Annual Yield % from dividends | 0.82 | 0.76 | 107% |
| Returns for 1 year | -16.40 | -12.67 | 129% |
| Returns for 3 years | 13.82 | -0.89 | -1,561% |
| Returns for 5 years | 77.25 | 45.40 | 170% |
| Returns for 10 years | 66.45 | 53.59 | 124% |
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