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FTHFX vs STMSX
FTHFX vs STMSX Comparison
Open Charts FTHFX vs STMSX
FullerThaler Behavioral Sm-Cp Eq R6
Price$41.02
Change+$3.18 (+8.40%)
VolumeN/A
Net Assets8.68B
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$20.56
Change+$1.59 (+8.38%)
VolumeN/A
Net Assets574.55M
FTHFX vs STMSX Comparison Chart
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FTHFX vs. STMSX commentary
Apr 11, 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 STMSX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 8.68B vs. STMSX (575M). FTHFX pays higher dividends than STMSX: FTHFX (0.82) vs STMSX (0.35). FTHFX was incepted earlier than STMSX: FTHFX (14 years) vs STMSX (24 years). STMSX (1.23) is less costly to investors than FTHFX (0.63). STMSX is a more actively managed with annual turnover of: 57.00 vs. FTHFX (41.00). STMSX has a lower initial minimum investment than FTHFX: STMSX (100000) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : -16.40 vs. STMSX (-27.02). FTHFX return over 5 years is better than : 77.25 vs. STMSX (16.12).
| FTHFX | STMSX | FTHFX / STMSX | |
| Total Expense Ratio | 0.63 | 1.11 | 57% |
| Annual Report Gross Expense Ratio | 0.63 | 1.23 | 51% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -16.689 | -17.329 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.68B | 575M | 1,509% |
| Annual Yield % from dividends | 0.82 | 0.35 | 231% |
| Returns for 1 year | -16.40 | -27.02 | 61% |
| Returns for 3 years | 13.82 | -21.42 | -65% |
| Returns for 5 years | 77.25 | 16.12 | 479% |
| Returns for 10 years | 66.45 | 0.17 | 39,065% |
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