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FTHFX vs SWSCX
FTHFX vs SWSCX Comparison
Open Charts FTHFX vs SWSCX
FullerThaler Behavioral Sm-Cp Eq R6
Price$46.22
Change-$0.64 (-1.37%)
VolumeN/A
Net Assets10.58B
Schwab Small-Cap Equity
Price$18.98
Change-$0.34 (-1.76%)
VolumeN/A
Net Assets599.74M
FTHFX vs SWSCX Comparison Chart in %
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FTHFX vs. SWSCX commentary
Aug 03, 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 SWSCX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.6B vs. SWSCX (600M). FTHFX pays higher dividends than SWSCX: FTHFX (0.74) vs SWSCX (0.24). FTHFX was incepted earlier than SWSCX: FTHFX (14 years) vs SWSCX (22 years). SWSCX (1.08) is less costly to investors than FTHFX (0.63). SWSCX is a more actively managed with annual turnover of: 106.00 vs. FTHFX (41.00). SWSCX has a lower initial minimum investment than FTHFX: SWSCX (0) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : -0.22 vs. SWSCX (-12.06). FTHFX return over 5 years is better than : 92.37 vs. SWSCX (31.51).
| FTHFX | SWSCX | FTHFX / SWSCX | |
| Total Expense Ratio | 0.63 | 1.08 | 58% |
| Annual Report Gross Expense Ratio | 0.63 | 1.08 | 58% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 3.170 | -0.566 | -560% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 600M | 1,767% |
| Annual Yield % from dividends | 0.74 | 0.24 | 309% |
| Returns for 1 year | -0.22 | -12.06 | 2% |
| Returns for 3 years | 38.68 | 2.31 | 1,671% |
| Returns for 5 years | 92.37 | 31.51 | 293% |
| Returns for 10 years | 147.09 | -10.97 | -1,340% |
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