FTHFX
Price
$43.73
Change
-$0.69 (-1.55%)
Updated
Jun 13 closing price
Net Assets
10.11B
SWSSX
Price
$33.86
Change
-$0.63 (-1.83%)
Updated
Jun 13 closing price
Net Assets
6.37B
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FTHFX vs SWSSX

Header iconFTHFX vs SWSSX Comparison
Open Charts FTHFX vs SWSSXBanner chart's image
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.73
Change-$0.69 (-1.55%)
VolumeN/A
Net Assets10.11B
Schwab Small Cap Index
Price$33.86
Change-$0.63 (-1.83%)
VolumeN/A
Net Assets6.37B
FTHFX vs SWSSX Comparison Chart
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FTHFX vs. SWSSX commentary
Jun 14, 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 SWSSX is a Hold.

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FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.1B vs. SWSSX (6.37B). SWSSX pays higher dividends than FTHFX: SWSSX (1.78) vs FTHFX (0.79). FTHFX was incepted earlier than SWSSX: FTHFX (14 years) vs SWSSX (28 years). FTHFX (0.63) is less costly to investors than SWSSX (0.04). FTHFX is a more actively managed with annual turnover of: 41.00 vs. SWSSX (15.00). SWSSX has a lower initial minimum investment than FTHFX: SWSSX (0) vs FTHFX (1000000). SWSSX annual gain was more profitable for investors over the last year : 6.45 vs. FTHFX (-0.23). FTHFX return over 5 years is better than : 96.61 vs. SWSSX (48.45).
FTHFXSWSSXFTHFX / SWSSX
Total Expense Ratio0.630.041,575%
Annual Report Gross Expense Ratio0.630.041,575%
Fund Existence14 years28 years-
Gain YTD-2.202-3.41664%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets10.1B6.37B159%
Annual Yield % from dividends0.791.7844%
Returns for 1 year-0.236.45-4%
Returns for 3 years41.6729.93139%
Returns for 5 years96.6148.45199%
Returns for 10 years135.9731.77428%
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