Interact to see
Advertisement
Advertisement
FTHFX vs SMCIX
FTHFX vs SMCIX Comparison
Open Charts FTHFX vs SMCIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$46.91
Change+$0.37 (+0.80%)
VolumeN/A
Net Assets10.66B
Shelton S&P Smallcap Index Investor
Price$21.38
Change+$0.13 (+0.61%)
VolumeN/A
Net Assets50.51M
FTHFX vs SMCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. SMCIX commentary
Jul 05, 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: 10.7B vs. SMCIX (50.5M). SMCIX pays higher dividends than FTHFX: SMCIX (1.03) vs FTHFX (0.76). 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 : 5.98 vs. SMCIX (-0.50). FTHFX return over 5 years is better than : 102.86 vs. SMCIX (29.00).
| 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 | 3.280 | -1.385 | -237% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 50.5M | 21,188% |
| Annual Yield % from dividends | 0.76 | 1.03 | 74% |
| Returns for 1 year | 5.98 | -0.50 | -1,205% |
| Returns for 3 years | 49.75 | 3.62 | 1,374% |
| Returns for 5 years | 102.86 | 29.00 | 355% |
| Returns for 10 years | 151.69 | 5.95 | 2,549% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement