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FTHFX vs SIVIX
FTHFX vs SIVIX Comparison
Open Charts FTHFX vs SIVIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.24
Change+$1.01 (+2.39%)
VolumeN/A
Net Assets9.8B
State Street Instl Small-Cap Equity I
Price$15.76
Change+$0.38 (+2.47%)
VolumeN/A
Net Assets456.37M
FTHFX vs SIVIX Comparison Chart
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FTHFX vs. SIVIX commentary
May 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.8B vs. SIVIX (456M). SIVIX pays higher dividends than FTHFX: SIVIX (0.94) vs FTHFX (0.82). FTHFX was incepted earlier than SIVIX: FTHFX (14 years) vs SIVIX (27 years). SIVIX (0.89) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. SIVIX (38.00). 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 : -2.25 vs. SIVIX (-7.76). FTHFX return over 5 years is better than : 104.85 vs. SIVIX (22.21).
| FTHFX | SIVIX | FTHFX / SIVIX | |
| Total Expense Ratio | 0.63 | 0.75 | 84% |
| Annual Report Gross Expense Ratio | 0.63 | 0.89 | 71% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -4.800 | -8.212 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.8B | 456M | 2,149% |
| Annual Yield % from dividends | 0.82 | 0.94 | 87% |
| Returns for 1 year | -2.25 | -7.76 | 29% |
| Returns for 3 years | 31.18 | -6.67 | -467% |
| Returns for 5 years | 104.85 | 22.21 | 472% |
| Returns for 10 years | 92.64 | -13.51 | -686% |
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