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FTHFX vs SZCAX
FTHFX vs SZCAX Comparison
Open Charts FTHFX vs SZCAX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.82
Change-$0.16 (-0.32%)
VolumeN/A
Net Assets11.19B
FTHFX vs SZCAX Comparison Chart in %
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FTHFX vs. SZCAX commentary
Aug 29, 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: 11.2B vs. SZCAX (1.01B). FTHFX pays higher dividends than SZCAX: FTHFX (0.74) vs SZCAX (0.41). 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 : 13.02 vs. FTHFX (5.29). SZCAX (98.26) and FTHFX (97.07) have equivalent 5 years return.
| 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 | 10.040 | 9.483 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.01B | 1,106% |
| Annual Yield % from dividends | 0.74 | 0.41 | 179% |
| Returns for 1 year | 5.29 | 13.02 | 41% |
| Returns for 3 years | 49.25 | 28.36 | 174% |
| Returns for 5 years | 97.07 | 98.26 | 99% |
| Returns for 10 years | 179.21 | 106.28 | 169% |
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