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FTHFX vs SWSCX
FTHFX vs SWSCX Comparison
Open Charts FTHFX vs SWSCX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.65
Change-$1.01 (-2.21%)
VolumeN/A
Net Assets10.13B
Schwab Small-Cap Equity
Price$18.95
Change-$0.61 (-3.12%)
VolumeN/A
Net Assets595.65M
FTHFX vs SWSCX Comparison Chart
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FTHFX vs. SWSCX commentary
Feb 23, 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: 10.1B vs. SWSCX (596M). FTHFX pays higher dividends than SWSCX: FTHFX (0.95) vs SWSCX (0.35). FTHFX was incepted earlier than SWSCX: FTHFX (13 years) vs SWSCX (22 years). SWSCX is a more actively managed with annual turnover of: 43.00 vs. FTHFX (35.00). 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 : 2.86 vs. SWSCX (-4.89). FTHFX return over 5 years is better than : 69.97 vs. SWSCX (10.16).
| FTHFX | SWSCX | FTHFX / SWSCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | -1.695 | -2.470 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 596M | 1,695% |
| Annual Yield % from dividends | 0.95 | 0.35 | 276% |
| Returns for 1 year | 2.86 | -4.89 | -58% |
| Returns for 3 years | 31.39 | -2.77 | -1,134% |
| Returns for 5 years | 69.97 | 10.16 | 689% |
| Returns for 10 years | 95.29 | -12.60 | -756% |
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