Ad is loading...
FTHFX vs SMCIX
FTHFX vs SMCIX Comparison
Open Charts FTHFX vs SMCIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.34
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets10.65B
Shelton S&P Smallcap Index Investor
Price$22.30
Change+$0.12 (+0.54%)
VolumeN/A
Net Assets53.97M
FTHFX vs SMCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. SMCIX 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 SMCIX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.6B vs. SMCIX (54M). FTHFX pays higher dividends than SMCIX: FTHFX (0.95) vs SMCIX (0.90). FTHFX was incepted earlier than SMCIX: FTHFX (13 years) vs SMCIX (28 years). FTHFX is a more actively managed with annual turnover of: 35.00 vs. SMCIX (12.00). SMCIX has a lower initial minimum investment than FTHFX: SMCIX (1000) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : 14.58 vs. SMCIX (6.72). FTHFX return over 5 years is better than : 75.76 vs. SMCIX (7.06).
| FTHFX | SMCIX | FTHFX / SMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 4.227 | 2.388 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 54M | 19,630% |
| Annual Yield % from dividends | 0.95 | 0.90 | 106% |
| Returns for 1 year | 14.58 | 6.72 | 217% |
| Returns for 3 years | 32.29 | -9.00 | -359% |
| Returns for 5 years | 75.76 | 7.06 | 1,072% |
| Returns for 10 years | 117.48 | 17.71 | 663% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers