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FTHFX vs SZCIX
FTHFX vs SZCIX Comparison
Open Charts FTHFX vs SZCIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.48
Change+$0.29 (+0.61%)
VolumeN/A
Net Assets10.71B
DWS Small Cap Core Inst
Price$52.13
Change+$0.26 (+0.50%)
VolumeN/A
Net Assets950.85M
FTHFX vs SZCIX Comparison Chart in %
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FTHFX vs. SZCIX commentary
Aug 10, 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 Buy and SZCIX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.7B vs. SZCIX (951M). FTHFX (0.74) and SZCIX (0.71) 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 : 10.99 vs. FTHFX (4.89). SZCIX (89.83) and FTHFX (86.93) 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 | 4.535 | 3.371 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 951M | 1,125% |
| Annual Yield % from dividends | 0.74 | 0.71 | 105% |
| Returns for 1 year | 4.89 | 10.99 | 45% |
| Returns for 3 years | 41.50 | 23.13 | 179% |
| Returns for 5 years | 86.93 | 89.83 | 97% |
| Returns for 10 years | 151.47 | N/A | - |
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