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FTHFX vs SMCIX
FTHFX vs SMCIX Comparison
Open Charts FTHFX vs SMCIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.75
Change+$0.41 (+1.02%)
VolumeN/A
Net Assets9.18B
Shelton S&P Smallcap Index Investor
Price$18.51
Change+$0.23 (+1.26%)
VolumeN/A
Net Assets43.93M
FTHFX vs SMCIX Comparison Chart
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FTHFX vs. SMCIX commentary
Apr 24, 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 Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.18B vs. SMCIX (43.9M). SMCIX pays higher dividends than FTHFX: SMCIX (1.06) 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 : -8.97 vs. SMCIX (-14.63). FTHFX return over 5 years is better than : 97.43 vs. SMCIX (27.31).
| 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 | -11.184 | -15.880 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.18B | 43.9M | 20,911% |
| Annual Yield % from dividends | 0.82 | 1.06 | 77% |
| Returns for 1 year | -8.97 | -14.63 | 61% |
| Returns for 3 years | 21.34 | -19.98 | -107% |
| Returns for 5 years | 97.43 | 27.31 | 357% |
| Returns for 10 years | 76.65 | -10.37 | -739% |
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