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FTHFX vs SZCAX
FTHFX vs SZCAX Comparison
Open Charts FTHFX vs SZCAX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.89
Change-$0.51 (-1.01%)
VolumeN/A
Net Assets11.17B
FTHFX vs SZCAX Comparison Chart in %
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FTHFX vs. SZCAX commentary
Oct 09, 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: 11.2B vs. SZCAX (1.05B). FTHFX pays higher dividends than SZCAX: FTHFX (0.69) vs SZCAX (0.40). 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 : 10.46 vs. FTHFX (3.35). FTHFX return over 5 years is better than : 99.10 vs. SZCAX (87.48).
| 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 | 10.964 | 7.899 | 139% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.05B | 1,070% |
| Annual Yield % from dividends | 0.69 | 0.40 | 175% |
| Returns for 1 year | 3.35 | 10.46 | 32% |
| Returns for 3 years | 59.30 | 32.20 | 184% |
| Returns for 5 years | 99.10 | 87.48 | 113% |
| Returns for 10 years | 174.12 | 100.59 | 173% |
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