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FTHFX vs STMSX
FTHFX vs STMSX Comparison
Open Charts FTHFX vs STMSX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.65
Change-$1.01 (-2.21%)
VolumeN/A
Net Assets10.13B
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$22.63
Change-$0.66 (-2.83%)
VolumeN/A
Net Assets698.89M
FTHFX vs STMSX Comparison Chart
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FTHFX vs. STMSX commentary
Feb 23, 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 STMSX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.1B vs. STMSX (699M). 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 : 2.86 vs. STMSX (-9.04). FTHFX return over 5 years is better than : 69.97 vs. STMSX (3.77).
| 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 | -1.695 | -1.523 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 699M | 1,445% |
| Annual Yield % from dividends | 0.95 | 0.38 | 252% |
| Returns for 1 year | 2.86 | -9.04 | -32% |
| Returns for 3 years | 31.39 | -7.70 | -408% |
| Returns for 5 years | 69.97 | 3.77 | 1,856% |
| Returns for 10 years | 95.29 | 21.98 | 434% |
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