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FTHFX vs SZCAX
FTHFX vs SZCAX Comparison
Open Charts FTHFX vs SZCAX
FullerThaler Behavioral Sm-Cp Eq R6
Price$42.09
Change-$0.75 (-1.75%)
VolumeN/A
Net Assets9.64B
FTHFX vs SZCAX Comparison Chart
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FTHFX vs. SZCAX commentary
Mar 31, 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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.64B vs. SZCAX (821M). FTHFX pays higher dividends than SZCAX: FTHFX (0.78) vs SZCAX (0.42). 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 : 1.77 vs. FTHFX (-9.07). SZCAX return over 5 years is better than : 152.88 vs. FTHFX (122.04).
| 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 | -7.332 | -3.064 | 239% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.64B | 821M | 1,174% |
| Annual Yield % from dividends | 0.78 | 0.42 | 186% |
| Returns for 1 year | -9.07 | 1.77 | -512% |
| Returns for 3 years | 19.11 | 6.79 | 281% |
| Returns for 5 years | 122.04 | 152.88 | 80% |
| Returns for 10 years | 87.52 | 77.57 | 113% |
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