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FTHFX vs SZCIX
FTHFX vs SZCIX Comparison
Open Charts FTHFX vs SZCIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.09
Change+$0.52 (+1.31%)
VolumeN/A
Net Assets9.06B
DWS Small Cap Core Inst
Price$46.94
Change+$0.71 (+1.54%)
VolumeN/A
Net Assets760.38M
FTHFX vs SZCIX Comparison Chart
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FTHFX vs. SZCIX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.06B vs. SZCIX (760M). FTHFX pays higher dividends than SZCIX: FTHFX (0.82) vs SZCIX (0.75). 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 : -0.55 vs. FTHFX (-11.12). SZCIX return over 5 years is better than : 118.97 vs. FTHFX (85.35).
| 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 | -12.880 | -8.328 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.06B | 760M | 1,192% |
| Annual Yield % from dividends | 0.82 | 0.75 | 109% |
| Returns for 1 year | -11.12 | -0.55 | 2,040% |
| Returns for 3 years | 19.34 | 7.08 | 273% |
| Returns for 5 years | 85.35 | 118.97 | 72% |
| Returns for 10 years | 74.85 | N/A | - |
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