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FTHFX vs STMSX
FTHFX vs STMSX Comparison
Open Charts FTHFX vs STMSX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.57
Change-$0.39 (-0.78%)
VolumeN/A
Net Assets11.28B
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$24.32
Change-$0.18 (-0.73%)
VolumeN/A
Net Assets696.49M
FTHFX vs STMSX Comparison Chart in %
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FTHFX vs. STMSX commentary
Sep 26, 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: 11.3B vs. STMSX (696M). FTHFX pays higher dividends than STMSX: FTHFX (0.70) vs STMSX (0.42). 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 : 3.10 vs. STMSX (-9.99). FTHFX return over 5 years is better than : 113.38 vs. STMSX (31.00).
| 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 | 9.996 | 6.968 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 696M | 1,624% |
| Annual Yield % from dividends | 0.70 | 0.42 | 167% |
| Returns for 1 year | 3.10 | -9.99 | -31% |
| Returns for 3 years | 64.07 | 20.78 | 308% |
| Returns for 5 years | 113.38 | 31.00 | 366% |
| Returns for 10 years | 188.90 | 45.52 | 415% |
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