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FTHFX vs SWSCX
FTHFX vs SWSCX Comparison
Open Charts FTHFX vs SWSCX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.73
Change+$0.57 (+1.29%)
VolumeN/A
Net Assets10.02B
Schwab Small-Cap Equity
Price$18.70
Change+$0.29 (+1.58%)
VolumeN/A
Net Assets578.74M
FTHFX vs SWSCX Comparison Chart
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FTHFX vs. SWSCX commentary
Jun 07, 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 StrongBuy and SWSCX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10B vs. SWSCX (579M). FTHFX pays higher dividends than SWSCX: FTHFX (0.79) vs SWSCX (0.25). 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 : -0.90 vs. SWSCX (-11.12). FTHFX return over 5 years is better than : 80.01 vs. SWSCX (25.40).
| 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 | -2.774 | -5.250 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 579M | 1,727% |
| Annual Yield % from dividends | 0.79 | 0.25 | 310% |
| Returns for 1 year | -0.90 | -11.12 | 8% |
| Returns for 3 years | 28.29 | -6.21 | -456% |
| Returns for 5 years | 80.01 | 25.40 | 315% |
| Returns for 10 years | 136.94 | -16.05 | -853% |
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