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FTHFX vs SMCIX
FTHFX vs SMCIX Comparison
Open Charts FTHFX vs SMCIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.10
Change-$0.94 (-2.09%)
VolumeN/A
Net Assets10.22B
Shelton S&P Smallcap Index Investor
Price$19.76
Change-$0.57 (-2.80%)
VolumeN/A
Net Assets48.1M
FTHFX vs SMCIX Comparison Chart
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FTHFX vs. SMCIX commentary
May 23, 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 SMCIX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.2B vs. SMCIX (48.1M). SMCIX pays higher dividends than FTHFX: SMCIX (1.10) vs FTHFX (0.82). 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 : -1.77 vs. SMCIX (-8.60). FTHFX return over 5 years is better than : 105.31 vs. SMCIX (30.33).
| 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 | -0.837 | -6.447 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 48.1M | 21,206% |
| Annual Yield % from dividends | 0.82 | 1.10 | 75% |
| Returns for 1 year | -1.77 | -8.60 | 21% |
| Returns for 3 years | 41.02 | -4.31 | -953% |
| Returns for 5 years | 105.31 | 30.33 | 347% |
| Returns for 10 years | 136.56 | 0.51 | 26,598% |
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