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FTHFX vs SZCIX
FTHFX vs SZCIX Comparison
Open Charts FTHFX vs SZCIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.29
Change+$0.40 (+0.80%)
VolumeN/A
Net Assets11.17B
FTHFX vs SZCIX Comparison Chart in %
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FTHFX vs. SZCIX commentary
Oct 09, 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: 11.2B vs. SZCIX (1.04B). FTHFX (0.69) and SZCIX (0.67) have matching dividends . 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 : 10.04 vs. FTHFX (2.41). FTHFX return over 5 years is better than : 96.41 vs. SZCIX (88.05).
| 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 | 9.841 | 7.258 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 1.04B | 1,077% |
| Annual Yield % from dividends | 0.69 | 0.67 | 103% |
| Returns for 1 year | 2.41 | 10.04 | 24% |
| Returns for 3 years | 57.69 | 32.36 | 178% |
| Returns for 5 years | 96.41 | 88.05 | 109% |
| Returns for 10 years | 171.35 | N/A | - |
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