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FTHFX vs STMSX
FTHFX vs STMSX Comparison
Open Charts FTHFX vs STMSX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.73
Change+$0.57 (+1.29%)
VolumeN/A
Net Assets10.02B
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$22.47
Change+$0.28 (+1.26%)
VolumeN/A
Net Assets649.6M
FTHFX vs STMSX Comparison Chart
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FTHFX vs. STMSX commentary
Jun 07, 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 StrongBuy and STMSX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10B vs. STMSX (650M). FTHFX pays higher dividends than STMSX: FTHFX (0.79) vs STMSX (0.33). FTHFX was incepted earlier than STMSX: FTHFX (14 years) vs STMSX (25 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 : -0.90 vs. STMSX (-13.64). FTHFX return over 5 years is better than : 80.01 vs. STMSX (14.58).
| 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 | 25 years | - |
| Gain YTD | -2.774 | -3.296 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 650M | 1,538% |
| Annual Yield % from dividends | 0.79 | 0.33 | 235% |
| Returns for 1 year | -0.90 | -13.64 | 7% |
| Returns for 3 years | 28.29 | -7.40 | -383% |
| Returns for 5 years | 80.01 | 14.58 | 549% |
| Returns for 10 years | 136.94 | 17.72 | 773% |
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