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FTHFX vs SZCRX
FTHFX vs SZCRX Comparison
Open Charts FTHFX vs SZCRX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.16
Change+$0.61 (+1.23%)
VolumeN/A
Net Assets11.27B
FTHFX vs SZCRX Comparison Chart in %
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FTHFX vs. SZCRX commentary
Sep 08, 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 SZCRX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. SZCRX (1.03B). SZCRX (0.73) and FTHFX (0.70) have matching dividends . FTHFX was incepted earlier than SZCRX: FTHFX (14 years) vs SZCRX (9 years). SZCRX (0.81) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. SZCRX (29.00). SZCRX has a lower initial minimum investment than FTHFX: SZCRX (0) vs FTHFX (1000000). SZCRX annual gain was more profitable for investors over the last year : 15.10 vs. FTHFX (8.53). SZCRX (107.66) and FTHFX (103.71) have equivalent 5 years return.
| FTHFX | SZCRX | FTHFX / SZCRX | |
| Total Expense Ratio | 0.63 | 0.81 | 78% |
| Annual Report Gross Expense Ratio | 0.63 | 0.81 | 78% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 10.502 | 9.691 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 1.03B | 1,095% |
| Annual Yield % from dividends | 0.70 | 0.73 | 96% |
| Returns for 1 year | 8.53 | 15.10 | 56% |
| Returns for 3 years | 56.33 | 34.22 | 165% |
| Returns for 5 years | 103.71 | 107.66 | 96% |
| Returns for 10 years | 178.64 | N/A | - |
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