Ad is loading...
FTHFX vs SWSSX
FTHFX vs SWSSX Comparison
Open Charts FTHFX vs SWSSX
FullerThaler Behavioral Sm-Cp Eq R6
Price$38.92
Change-$1.63 (-4.02%)
VolumeN/A
Net Assets8.97B
FTHFX vs SWSSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. SWSSX commentary
Apr 07, 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.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 8.97B vs. SWSSX (5.33B). SWSSX pays higher dividends than FTHFX: SWSSX (1.83) vs FTHFX (0.82). 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 : -9.77 vs. FTHFX (-13.58). FTHFX return over 5 years is better than : 114.14 vs. SWSSX (67.25).
| FTHFX | SWSSX | FTHFX / SWSSX | |
| Total Expense Ratio | 0.63 | 0.04 | 1,575% |
| Annual Report Gross Expense Ratio | 0.63 | 0.04 | 1,575% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | -14.311 | -17.754 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.97B | 5.33B | 168% |
| Annual Yield % from dividends | 0.82 | 1.83 | 44% |
| Returns for 1 year | -13.58 | -9.77 | 139% |
| Returns for 3 years | 15.52 | -7.39 | -210% |
| Returns for 5 years | 114.14 | 67.25 | 170% |
| Returns for 10 years | 73.33 | 13.93 | 527% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SIGWX | 5.97 | -0.25 | -4.02% |
| Touchstone Small Company Y | |||
| GGICX | 12.14 | -0.72 | -5.60% |
| Goldman Sachs Global Infras C | |||
| AFEIX | 44.67 | -2.72 | -5.74% |
| American Century Large Cap Equity I | |||
| CAMWX | 24.93 | -1.53 | -5.78% |
| Cambiar Opportunity Inst | |||
| CICFX | 50.33 | -3.09 | -5.78% |
| American Funds Invmt Co of Amer 529F | |||