Ad is loading...
FTHFX vs SZCIX
FTHFX vs SZCIX Comparison
Open Charts FTHFX vs SZCIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$45.96
Change-$1.64 (-3.45%)
VolumeN/A
CapitalizationN/A
DWS Small Cap Core Inst
Price$50.39
Change-$2.73 (-5.14%)
VolumeN/A
CapitalizationN/A
FTHFX vs SZCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. SZCIX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.6B vs. SZCIX (885M). FTHFX pays higher dividends than SZCIX: FTHFX (0.95) vs SZCIX (0.69). FTHFX was incepted earlier than SZCIX: FTHFX (13 years) vs SZCIX (9 years). FTHFX is a more actively managed with annual turnover of: 35.00 vs. SZCIX (12.00). FTHFX (1000000) and SZCIX (1000000) have matching initial minimum investment requirements. SZCIX annual gain was more profitable for investors over the last year : 16.30 vs. FTHFX (14.69). FTHFX (78.82) and SZCIX (76.26) have equivalent 5 years return.
| FTHFX | SZCIX | FTHFX / SZCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 13.441 | 14.040 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 885M | 1,198% |
| Annual Yield % from dividends | 0.95 | 0.69 | 137% |
| Returns for 1 year | 14.69 | 16.30 | 90% |
| Returns for 3 years | 32.34 | 16.33 | 198% |
| Returns for 5 years | 78.82 | 76.26 | 103% |
| Returns for 10 years | 114.19 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IDVO | 30.78 | 0.13 | +0.44% |
| Amplify CWP International Enh Div IncETF | |||
| BBCB | 45.39 | N/A | N/A |
| JPMorgan BetaBuilders $ InvmGrdCorpBdETF | |||
| JULD | 25.46 | N/A | N/A |
| Innovator Premium Income 10 Bar ETF -Jul | |||
| TMFG | 29.47 | -0.07 | -0.25% |
| Motley Fool Global Opportunities ETF | |||
| GSUS | 83.45 | -0.33 | -0.39% |
| Goldman Sachs MarketBeta US Equity ETF | |||