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FTHFX vs SZCIX
FTHFX vs SZCIX Comparison
Open Charts FTHFX vs SZCIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$48.60
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets10.79B
FTHFX vs SZCIX Comparison Chart in %
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FTHFX vs. SZCIX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.8B vs. SZCIX (1.05B). FTHFX (0.70) and SZCIX (0.70) 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 : -0.85 vs. FTHFX (-5.11). FTHFX return over 5 years is better than : 79.21 vs. SZCIX (66.08).
| 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 | 6.957 | 1.586 | 439% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 1.05B | 1,033% |
| Annual Yield % from dividends | 0.70 | 0.70 | 101% |
| Returns for 1 year | -5.11 | -0.85 | 604% |
| Returns for 3 years | 36.76 | 20.83 | 176% |
| Returns for 5 years | 79.21 | 66.08 | 120% |
| Returns for 10 years | 159.87 | N/A | - |
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