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FTHFX vs SWSSX
FTHFX vs SWSSX Comparison
Open Charts FTHFX vs SWSSX
FullerThaler Behavioral Sm-Cp Eq R6
Price$45.96
Change-$1.64 (-3.45%)
VolumeN/A
CapitalizationN/A
Schwab Small Cap Index
Price$35.71
Change-$1.64 (-4.39%)
VolumeN/A
CapitalizationN/A
FTHFX vs SWSSX Comparison Chart
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FTHFX vs. SWSSX commentary
Dec 19, 2024
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.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.6B vs. SWSSX (6.76B). SWSSX pays higher dividends than FTHFX: SWSSX (1.42) vs FTHFX (0.95). FTHFX was incepted earlier than SWSSX: FTHFX (13 years) vs SWSSX (28 years). FTHFX is a more actively managed with annual turnover of: 35.00 vs. SWSSX (10.00). 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 : 17.12 vs. FTHFX (14.69). FTHFX return over 5 years is better than : 78.82 vs. SWSSX (34.57).
| FTHFX | SWSSX | FTHFX / SWSSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 28 years | - |
| Gain YTD | 13.441 | 16.692 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 6.76B | 157% |
| Annual Yield % from dividends | 0.95 | 1.42 | 67% |
| Returns for 1 year | 14.69 | 17.12 | 86% |
| Returns for 3 years | 32.34 | 11.23 | 288% |
| Returns for 5 years | 78.82 | 34.57 | 228% |
| Returns for 10 years | 114.19 | 52.46 | 218% |
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