Ad is loading...
FTHFX vs SWSCX
FTHFX vs SWSCX Comparison
Open Charts FTHFX vs SWSCX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.20
Change+$0.35 (+0.82%)
VolumeN/A
Net Assets9.7B
Schwab Small-Cap Equity
Price$17.88
Change+$0.25 (+1.42%)
VolumeN/A
Net Assets557.99M
FTHFX vs SWSCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. SWSCX commentary
May 09, 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 SWSCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.7B vs. SWSCX (558M). 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 (1.08) 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 : -5.34 vs. SWSCX (-14.47). FTHFX return over 5 years is better than : 97.33 vs. SWSCX (35.48).
| 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 | -5.658 | -9.264 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.7B | 558M | 1,739% |
| Annual Yield % from dividends | 0.82 | 0.26 | 309% |
| Returns for 1 year | -5.34 | -14.47 | 37% |
| Returns for 3 years | 33.91 | -0.79 | -4,310% |
| Returns for 5 years | 97.33 | 35.48 | 274% |
| Returns for 10 years | 127.18 | -19.06 | -667% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers