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FTHFX vs SWSCX
FTHFX vs SWSCX Comparison
Open Charts FTHFX vs SWSCX
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.34
Change+$0.27 (+0.67%)
VolumeN/A
Net Assets9.13B
Schwab Small-Cap Equity
Price$16.48
Change+$0.13 (+0.80%)
VolumeN/A
Net Assets519.63M
FTHFX vs SWSCX Comparison Chart
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FTHFX vs. SWSCX 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 Hold and SWSCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.14B vs. SWSCX (520M). FTHFX pays higher dividends than SWSCX: FTHFX (0.82) vs SWSCX (0.26). FTHFX was incepted earlier than SWSCX: FTHFX (14 years) vs SWSCX (22 years). SWSCX (1.09) 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 : -6.85 vs. SWSCX (-15.17). FTHFX return over 5 years is better than : 95.40 vs. SWSCX (35.83).
| FTHFX | SWSCX | FTHFX / SWSCX | |
| Total Expense Ratio | 0.63 | 1.09 | 58% |
| Annual Report Gross Expense Ratio | 0.63 | 1.09 | 58% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | -10.854 | -14.925 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.14B | 520M | 1,757% |
| Annual Yield % from dividends | 0.82 | 0.26 | 314% |
| Returns for 1 year | -6.85 | -15.17 | 45% |
| Returns for 3 years | 21.05 | -16.50 | -128% |
| Returns for 5 years | 95.40 | 35.83 | 266% |
| Returns for 10 years | 80.32 | -24.66 | -326% |
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