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FTHFX vs SZCAX
FTHFX vs SZCAX Comparison
Open Charts FTHFX vs SZCAX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.33
Change+$0.54 (+1.23%)
VolumeN/A
Net Assets10.11B
FTHFX vs SZCAX Comparison Chart
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FTHFX vs. SZCAX commentary
Jun 05, 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 SZCAX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.1B vs. SZCAX (861M). FTHFX pays higher dividends than SZCAX: FTHFX (0.79) vs SZCAX (0.43). 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 : 7.72 vs. FTHFX (-2.58). SZCAX return over 5 years is better than : 96.49 vs. FTHFX (83.63).
| 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 | -3.589 | -0.167 | 2,152% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 861M | 1,173% |
| Annual Yield % from dividends | 0.79 | 0.43 | 184% |
| Returns for 1 year | -2.58 | 7.72 | -33% |
| Returns for 3 years | 29.41 | 14.96 | 197% |
| Returns for 5 years | 83.63 | 96.49 | 87% |
| Returns for 10 years | 133.20 | 81.38 | 164% |
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