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FTHFX vs SZCAX
FTHFX vs SZCAX Comparison
Open Charts FTHFX vs SZCAX
FullerThaler Behavioral Sm-Cp Eq R6
Price$48.60
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets10.79B
FTHFX vs SZCAX Comparison Chart in %
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FTHFX vs. SZCAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.8B vs. SZCAX (1.05B). FTHFX pays higher dividends than SZCAX: FTHFX (0.70) 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 : -1.17 vs. FTHFX (-5.11). FTHFX return over 5 years is better than : 79.21 vs. SZCAX (63.45).
| 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 | 6.957 | 1.313 | 530% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 1.05B | 1,033% |
| Annual Yield % from dividends | 0.70 | 0.41 | 171% |
| Returns for 1 year | -5.11 | -1.17 | 436% |
| Returns for 3 years | 36.76 | 19.68 | 187% |
| Returns for 5 years | 79.21 | 63.45 | 125% |
| Returns for 10 years | 159.87 | 90.67 | 176% |