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FTHFX vs SMCIX
FTHFX vs SMCIX Comparison
Open Charts FTHFX vs SMCIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.65
Change-$1.01 (-2.21%)
VolumeN/A
Net Assets10.13B
Shelton S&P Smallcap Index Investor
Price$21.34
Change-$0.58 (-2.65%)
VolumeN/A
Net Assets51.51M
FTHFX vs SMCIX Comparison Chart
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FTHFX vs. SMCIX commentary
Feb 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: 10.1B vs. SMCIX (51.5M). 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 : 2.86 vs. SMCIX (-0.65). FTHFX return over 5 years is better than : 69.97 vs. SMCIX (5.55).
| 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 | -1.695 | -2.020 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 51.5M | 19,612% |
| Annual Yield % from dividends | 0.95 | 0.90 | 106% |
| Returns for 1 year | 2.86 | -0.65 | -440% |
| Returns for 3 years | 31.39 | -7.93 | -396% |
| Returns for 5 years | 69.97 | 5.55 | 1,261% |
| Returns for 10 years | 95.29 | 6.55 | 1,456% |
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