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FTHFX vs SIVIX
FTHFX vs SIVIX Comparison
Open Charts FTHFX vs SIVIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.55
Change-$2.65 (-6.13%)
VolumeN/A
Net Assets9.94B
State Street Instl Small-Cap Equity I
Price$14.97
Change-$1.10 (-6.85%)
VolumeN/A
Net Assets669.99M
FTHFX vs SIVIX Comparison Chart
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FTHFX vs. SIVIX commentary
Apr 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 Hold and SIVIX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.94B vs. SIVIX (670M). SIVIX pays higher dividends than FTHFX: SIVIX (0.92) 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 : -5.12 vs. SIVIX (-8.29). FTHFX return over 5 years is better than : 137.69 vs. SIVIX (48.79).
| 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 | -4.888 | -6.407 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.94B | 670M | 1,483% |
| Annual Yield % from dividends | 0.82 | 0.92 | 89% |
| Returns for 1 year | -5.12 | -8.29 | 62% |
| Returns for 3 years | 26.25 | -11.72 | -224% |
| Returns for 5 years | 137.69 | 48.79 | 282% |
| Returns for 10 years | 92.07 | -14.18 | -649% |
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