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FTHFX vs STSOX
FTHFX vs STSOX Comparison
Open Charts FTHFX vs STSOX
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.34
Change+$0.27 (+0.67%)
VolumeN/A
Net Assets9.13B
Sterling Capital SmCp Val C
Price$28.87
Change+$0.25 (+0.87%)
VolumeN/A
Net Assets144.66M
FTHFX vs STSOX Comparison Chart
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FTHFX vs. STSOX commentary
Apr 18, 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: 9.14B vs. STSOX (145M). 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 : -7.16 vs. STSOX (-22.21). FTHFX return over 5 years is better than : 93.37 vs. STSOX (-47.95).
| 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 | -11.779 | -12.262 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.14B | 145M | 6,300% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | -7.16 | -22.21 | 32% |
| Returns for 3 years | 19.87 | -55.30 | -36% |
| Returns for 5 years | 93.37 | -47.95 | -195% |
| Returns for 10 years | 76.84 | N/A | - |
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