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FTHFX vs SZCAX
FTHFX vs SZCAX Comparison
Open Charts FTHFX vs SZCAX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.20
Change+$0.35 (+0.82%)
VolumeN/A
Net Assets9.7B
FTHFX vs SZCAX Comparison Chart
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FTHFX vs. SZCAX commentary
May 10, 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 SZCAX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.7B vs. SZCAX (825M). FTHFX pays higher dividends than SZCAX: FTHFX (0.82) vs SZCAX (0.44). FTHFX was incepted earlier than SZCAX: FTHFX (14 years) vs SZCAX (24 years). SZCAX (1.17) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. SZCAX (29.00). SZCAX has a lower initial minimum investment than FTHFX: SZCAX (1000) vs FTHFX (1000000). SZCAX annual gain was more profitable for investors over the last year : 5.42 vs. FTHFX (-5.34). SZCAX return over 5 years is better than : 116.26 vs. FTHFX (97.33).
| FTHFX | SZCAX | FTHFX / SZCAX | |
| Total Expense Ratio | 0.63 | 1.17 | 54% |
| Annual Report Gross Expense Ratio | 0.63 | 1.17 | 54% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -5.658 | -2.564 | 221% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.7B | 825M | 1,176% |
| Annual Yield % from dividends | 0.82 | 0.44 | 186% |
| Returns for 1 year | -5.34 | 5.42 | -98% |
| Returns for 3 years | 33.91 | 18.99 | 179% |
| Returns for 5 years | 97.33 | 116.26 | 84% |
| Returns for 10 years | 127.18 | 79.70 | 160% |
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