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FTHFX vs STMSX
FTHFX vs STMSX Comparison
Open Charts FTHFX vs STMSX
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.19
Change-$0.19 (-0.40%)
VolumeN/A
Net Assets10.69B
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$22.92
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets661.91M
FTHFX vs STMSX Comparison Chart in %
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FTHFX vs. STMSX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.7B vs. STMSX (662M). FTHFX pays higher dividends than STMSX: FTHFX (0.74) vs STMSX (0.44). 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 : 7.11 vs. STMSX (-9.67). FTHFX return over 5 years is better than : 86.53 vs. STMSX (15.21).
| 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 | 4.315 | 0.201 | 2,148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 662M | 1,616% |
| Annual Yield % from dividends | 0.74 | 0.44 | 167% |
| Returns for 1 year | 7.11 | -9.67 | -74% |
| Returns for 3 years | 38.98 | -1.67 | -2,339% |
| Returns for 5 years | 86.53 | 15.21 | 569% |
| Returns for 10 years | 149.10 | 22.61 | 660% |