Interact to see
Advertisement
Advertisement
FTHFX vs SZCAX
FTHFX vs SZCAX Comparison
Open Charts FTHFX vs SZCAX
FullerThaler Behavioral Sm-Cp Eq R6
Price$46.90
Change+$0.68 (+1.47%)
VolumeN/A
Net Assets10.59B
FTHFX vs SZCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. SZCAX commentary
Aug 06, 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: 10.6B vs. SZCAX (941M). 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 : 7.22 vs. FTHFX (1.42). FTHFX (83.64) and SZCAX (83.61) 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 | 1.761 | 1.772 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 941M | 1,126% |
| Annual Yield % from dividends | 0.74 | 0.41 | 179% |
| Returns for 1 year | 1.42 | 7.22 | 20% |
| Returns for 3 years | 36.12 | 20.37 | 177% |
| Returns for 5 years | 83.64 | 83.61 | 100% |
| Returns for 10 years | 145.65 | 85.66 | 170% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers