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FTHFX vs STSOX
FTHFX vs STSOX Comparison
Open Charts FTHFX vs STSOX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.06
Change-$0.14 (-0.32%)
VolumeN/A
Net Assets9.79B
Sterling Capital SmCp Val C
Price$31.35
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets160.25M
FTHFX vs STSOX Comparison Chart
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FTHFX vs. STSOX commentary
May 12, 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 Buy and STSOX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.79B vs. STSOX (160M). FTHFX pays higher dividends than STSOX: FTHFX (0.82) vs STSOX (0.00). FTHFX was incepted earlier than STSOX: FTHFX (14 years) vs STSOX (9 years). STSOX (2.06) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. STSOX (2.87). STSOX has a lower initial minimum investment than FTHFX: STSOX (1000) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : -5.88 vs. STSOX (-19.76). FTHFX return over 5 years is better than : 98.29 vs. STSOX (-45.82).
| FTHFX | STSOX | FTHFX / STSOX | |
| Total Expense Ratio | 0.63 | 2.06 | 31% |
| Annual Report Gross Expense Ratio | 0.63 | 2.06 | 31% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | -5.196 | -3.893 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.79B | 160M | 6,121% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | -5.88 | -19.76 | 30% |
| Returns for 3 years | 34.82 | -46.99 | -74% |
| Returns for 5 years | 98.29 | -45.82 | -215% |
| Returns for 10 years | 128.97 | N/A | - |
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