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FTHFX vs STMSX
FTHFX vs STMSX Comparison
Open Charts FTHFX vs STMSX
FullerThaler Behavioral Sm-Cp Eq R6
Price$45.96
Change-$1.64 (-3.45%)
VolumeN/A
CapitalizationN/A
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$23.04
Change-$0.99 (-4.12%)
VolumeN/A
CapitalizationN/A
FTHFX vs STMSX Comparison Chart
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FTHFX vs. STMSX commentary
Dec 19, 2024
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 STMSX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.6B vs. STMSX (650M). FTHFX pays higher dividends than STMSX: FTHFX (0.95) vs STMSX (0.38). FTHFX was incepted earlier than STMSX: FTHFX (13 years) vs STMSX (24 years). STMSX is a more actively managed with annual turnover of: 62.00 vs. FTHFX (35.00). 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 : 9.10 vs. STMSX (-1.19). FTHFX return over 5 years is better than : 71.66 vs. STMSX (11.16).
| FTHFX | STMSX | FTHFX / STMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 9.533 | -1.498 | -636% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 650M | 1,631% |
| Annual Yield % from dividends | 0.95 | 0.38 | 252% |
| Returns for 1 year | 9.10 | -1.19 | -762% |
| Returns for 3 years | 27.78 | -6.37 | -436% |
| Returns for 5 years | 71.66 | 11.16 | 642% |
| Returns for 10 years | 106.81 | 33.82 | 316% |
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