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FTHFX vs SMLKX
FTHFX vs SMLKX Comparison
Open Charts FTHFX vs SMLKX
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.09
Change+$0.52 (+1.31%)
VolumeN/A
Net Assets9.06B
Shelton S&P Smallcap Index K
Price$17.27
Change+$0.21 (+1.23%)
VolumeN/A
Net Assets43M
FTHFX vs SMLKX Comparison Chart
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FTHFX vs. SMLKX commentary
Apr 12, 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 SMLKX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.06B vs. SMLKX (43M). FTHFX pays higher dividends than SMLKX: FTHFX (0.82) vs SMLKX (0.53). FTHFX was incepted earlier than SMLKX: FTHFX (14 years) vs SMLKX (22 years). SMLKX (1.41) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. SMLKX (26.00). SMLKX has a lower initial minimum investment than FTHFX: SMLKX (1000) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : -11.12 vs. SMLKX (-17.66). FTHFX return over 5 years is better than : 85.35 vs. SMLKX (15.10).
| FTHFX | SMLKX | FTHFX / SMLKX | |
| Total Expense Ratio | 0.63 | 1.41 | 45% |
| Annual Report Gross Expense Ratio | 0.63 | 1.41 | 45% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | -12.880 | -18.101 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.06B | 43M | 21,065% |
| Annual Yield % from dividends | 0.82 | 0.53 | 154% |
| Returns for 1 year | -11.12 | -17.66 | 63% |
| Returns for 3 years | 19.34 | -24.40 | -79% |
| Returns for 5 years | 85.35 | 15.10 | 565% |
| Returns for 10 years | 74.85 | -17.96 | -417% |
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