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FTHFX vs SZCIX
FTHFX vs SZCIX Comparison
Open Charts FTHFX vs SZCIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.73
Change+$0.57 (+1.29%)
VolumeN/A
Net Assets10.02B
DWS Small Cap Core Inst
Price$51.10
Change+$0.76 (+1.51%)
VolumeN/A
Net Assets860.8M
FTHFX vs SZCIX Comparison Chart
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FTHFX vs. SZCIX commentary
Jun 07, 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 StrongBuy and SZCIX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10B vs. SZCIX (861M). FTHFX pays higher dividends than SZCIX: FTHFX (0.79) vs SZCIX (0.73). 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 : 9.23 vs. FTHFX (-0.90). SZCIX return over 5 years is better than : 91.49 vs. FTHFX (80.01).
| 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 | -2.774 | -0.178 | 1,554% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 861M | 1,161% |
| Annual Yield % from dividends | 0.79 | 0.73 | 108% |
| Returns for 1 year | -0.90 | 9.23 | -10% |
| Returns for 3 years | 28.29 | 14.26 | 198% |
| Returns for 5 years | 80.01 | 91.49 | 87% |
| Returns for 10 years | 136.94 | N/A | - |
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