Ad is loading...
FTHFX vs SIVIX
FTHFX vs SIVIX Comparison
Open Charts FTHFX vs SIVIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.34
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets10.65B
State Street Instl Small-Cap Equity I
Price$17.75
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets794.42M
FTHFX vs SIVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. SIVIX commentary
Jan 19, 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 SIVIX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.6B vs. SIVIX (794M). FTHFX pays higher dividends than SIVIX: FTHFX (0.95) vs SIVIX (0.66). FTHFX was incepted earlier than SIVIX: FTHFX (13 years) vs SIVIX (26 years). FTHFX is a more actively managed with annual turnover of: 35.00 vs. SIVIX (29.00). FTHFX has a lower initial minimum investment than SIVIX: FTHFX (1000000) vs SIVIX (10000000). FTHFX annual gain was more profitable for investors over the last year : 14.58 vs. SIVIX (8.22). FTHFX return over 5 years is better than : 75.76 vs. SIVIX (3.00).
| FTHFX | SIVIX | FTHFX / SIVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 4.227 | 3.378 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 794M | 1,335% |
| Annual Yield % from dividends | 0.95 | 0.66 | 145% |
| Returns for 1 year | 14.58 | 8.22 | 177% |
| Returns for 3 years | 32.29 | -4.70 | -687% |
| Returns for 5 years | 75.76 | 3.00 | 2,529% |
| Returns for 10 years | 117.48 | 3.27 | 3,588% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NESNX | 59.67 | 0.49 | +0.83% |
| Natixis US Equity Opportunities N | |||
| RLBCX | 34.77 | 0.21 | +0.61% |
| American Funds American Balanced R3 | |||
| TRWTX | 20.79 | 0.10 | +0.48% |
| Transamerica International Equity I3 | |||
| EPDIX | 9.41 | 0.04 | +0.43% |
| EuroPac International Dividend Income I | |||
| AEDCX | 29.18 | 0.08 | +0.27% |
| Invesco EQV European Equity C | |||