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FTHFX vs SMCIX
FTHFX vs SMCIX Comparison
Open Charts FTHFX vs SMCIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.16
Change+$0.61 (+1.23%)
VolumeN/A
Net Assets11.26B
Shelton S&P Smallcap Index Investor
Price$22.46
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets51.98M
FTHFX vs SMCIX Comparison Chart in %
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FTHFX vs. SMCIX commentary
Sep 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. SMCIX (52M). SMCIX pays higher dividends than FTHFX: SMCIX (0.96) vs FTHFX (0.70). FTHFX was incepted earlier than SMCIX: FTHFX (14 years) vs SMCIX (29 years). SMCIX (0.88) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. SMCIX (26.00). 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 : 8.53 vs. SMCIX (-1.29). FTHFX return over 5 years is better than : 103.71 vs. SMCIX (24.74).
| FTHFX | SMCIX | FTHFX / SMCIX | |
| Total Expense Ratio | 0.63 | 0.88 | 72% |
| Annual Report Gross Expense Ratio | 0.63 | 0.88 | 72% |
| Fund Existence | 14 years | 29 years | - |
| Gain YTD | 10.502 | 3.596 | 292% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 52M | 21,731% |
| Annual Yield % from dividends | 0.70 | 0.96 | 73% |
| Returns for 1 year | 8.53 | -1.29 | -662% |
| Returns for 3 years | 56.33 | 7.99 | 705% |
| Returns for 5 years | 103.71 | 24.74 | 419% |
| Returns for 10 years | 178.64 | 17.31 | 1,032% |
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