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FTHFX vs SMCIX
FTHFX vs SMCIX Comparison
Open Charts FTHFX vs SMCIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.55
Change-$2.65 (-6.13%)
VolumeN/A
Net Assets9.94B
Shelton S&P Smallcap Index Investor
Price$18.68
Change-$1.43 (-7.11%)
VolumeN/A
Net Assets48.6M
FTHFX vs SMCIX Comparison Chart
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FTHFX vs. SMCIX commentary
Apr 04, 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: 9.94B vs. SMCIX (48.6M). 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 : -5.12 vs. SMCIX (-8.04). FTHFX return over 5 years is better than : 137.69 vs. SMCIX (61.02).
| 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 | -4.888 | -7.459 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.94B | 48.6M | 20,447% |
| Annual Yield % from dividends | 0.82 | 1.06 | 77% |
| Returns for 1 year | -5.12 | -8.04 | 64% |
| Returns for 3 years | 26.25 | -16.30 | -161% |
| Returns for 5 years | 137.69 | 61.02 | 226% |
| Returns for 10 years | 92.07 | -1.30 | -7,069% |
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