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FTHFX vs SMLKX
FTHFX vs SMLKX Comparison
Open Charts FTHFX vs SMLKX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.89
Change-$0.51 (-1.01%)
VolumeN/A
Net Assets11.17B
Shelton S&P Smallcap Index K
Price$21.33
Change-$0.28 (-1.30%)
VolumeN/A
Net Assets51.36M
FTHFX vs SMLKX Comparison Chart in %
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FTHFX vs. SMLKX commentary
Oct 09, 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: 11.2B vs. SMLKX (51.4M). FTHFX pays higher dividends than SMLKX: FTHFX (0.69) vs SMLKX (0.48). 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 : 3.35 vs. SMLKX (-3.59). FTHFX return over 5 years is better than : 99.10 vs. SMLKX (16.81).
| 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 | 10.964 | 3.989 | 275% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 51.4M | 21,790% |
| Annual Yield % from dividends | 0.69 | 0.48 | 143% |
| Returns for 1 year | 3.35 | -3.59 | -93% |
| Returns for 3 years | 59.30 | 10.97 | 541% |
| Returns for 5 years | 99.10 | 16.81 | 589% |
| Returns for 10 years | 174.12 | 8.52 | 2,045% |
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