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FTHFX vs SZCIX
FTHFX vs SZCIX Comparison
Open Charts FTHFX vs SZCIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.79
Change+$0.81 (+1.62%)
VolumeN/A
Net Assets11.31B
FTHFX vs SZCIX Comparison Chart in %
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FTHFX vs. SZCIX commentary
Sep 19, 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 SZCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. SZCIX (1.02B). FTHFX pays higher dividends than SZCIX: FTHFX (0.70) vs SZCIX (0.66). FTHFX was incepted earlier than SZCIX: FTHFX (14 years) vs SZCIX (9 years). SZCIX (0.88) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. SZCIX (29.00). FTHFX (1000000) and SZCIX (1000000) have matching initial minimum investment requirements. SZCIX annual gain was more profitable for investors over the last year : 11.42 vs. FTHFX (3.97). FTHFX (108.15) and SZCIX (105.18) have equivalent 5 years return.
| FTHFX | SZCIX | FTHFX / SZCIX | |
| Total Expense Ratio | 0.63 | 0.88 | 72% |
| Annual Report Gross Expense Ratio | 0.63 | 0.88 | 72% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 10.040 | 7.793 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 1.02B | 1,107% |
| Annual Yield % from dividends | 0.70 | 0.66 | 106% |
| Returns for 1 year | 3.97 | 11.42 | 35% |
| Returns for 3 years | 53.81 | 32.10 | 168% |
| Returns for 5 years | 108.15 | 105.18 | 103% |
| Returns for 10 years | 176.62 | N/A | - |
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