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FTHFX vs SMLKX
FTHFX vs SMLKX Comparison
Open Charts FTHFX vs SMLKX
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.15
Change+$0.49 (+1.05%)
VolumeN/A
Net Assets10.54B
Shelton S&P Smallcap Index K
Price$21.61
Change+$0.23 (+1.08%)
VolumeN/A
Net Assets54.47M
FTHFX vs SMLKX Comparison Chart
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FTHFX vs. SMLKX commentary
Jan 31, 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 SMLKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.5B vs. SMLKX (54.5M). FTHFX pays higher dividends than SMLKX: FTHFX (0.95) vs SMLKX (0.43). FTHFX was incepted earlier than SMLKX: FTHFX (13 years) vs SMLKX (21 years). FTHFX is a more actively managed with annual turnover of: 35.00 vs. SMLKX (12.00). 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 : 12.26 vs. SMLKX (5.31). FTHFX return over 5 years is better than : 81.42 vs. SMLKX (9.62).
| FTHFX | SMLKX | FTHFX / SMLKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 21 years | - |
| Gain YTD | 2.730 | 2.542 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 54.5M | 19,266% |
| Annual Yield % from dividends | 0.95 | 0.43 | 222% |
| Returns for 1 year | 12.26 | 5.31 | 231% |
| Returns for 3 years | 34.22 | -7.29 | -469% |
| Returns for 5 years | 81.42 | 9.62 | 846% |
| Returns for 10 years | 115.37 | 9.89 | 1,167% |
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