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FTHFX vs SMLKX
FTHFX vs SMLKX Comparison
Open Charts FTHFX vs SMLKX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.10
Change-$0.94 (-2.09%)
VolumeN/A
Net Assets10.22B
Shelton S&P Smallcap Index K
Price$18.90
Change-$0.55 (-2.83%)
VolumeN/A
Net Assets48.1M
FTHFX vs SMLKX Comparison Chart
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FTHFX vs. SMLKX commentary
May 22, 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: 10.2B vs. SMLKX (48.1M). FTHFX pays higher dividends than SMLKX: FTHFX (0.82) vs SMLKX (0.55). 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 : -1.77 vs. SMLKX (-9.39). FTHFX return over 5 years is better than : 105.31 vs. SMLKX (25.53).
| 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 | -0.837 | -6.627 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 48.1M | 21,206% |
| Annual Yield % from dividends | 0.82 | 0.55 | 148% |
| Returns for 1 year | -1.77 | -9.39 | 19% |
| Returns for 3 years | 41.02 | -6.51 | -630% |
| Returns for 5 years | 105.31 | 25.53 | 413% |
| Returns for 10 years | 136.56 | -5.81 | -2,351% |
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