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FTHFX vs SZCRX
FTHFX vs SZCRX Comparison
Open Charts FTHFX vs SZCRX
FullerThaler Behavioral Sm-Cp Eq R6
Price$48.37
Change-$0.38 (-0.78%)
VolumeN/A
Net Assets10.99B
FTHFX vs SZCRX Comparison Chart in %
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FTHFX vs. SZCRX commentary
Aug 16, 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: 11B vs. SZCRX (976M). SZCRX (0.78) and FTHFX (0.74) 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 : 12.07 vs. FTHFX (5.41). SZCRX (92.96) and FTHFX (90.62) 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 | 7.332 | 5.807 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 976M | 1,127% |
| Annual Yield % from dividends | 0.74 | 0.78 | 95% |
| Returns for 1 year | 5.41 | 12.07 | 45% |
| Returns for 3 years | 38.30 | 22.51 | 170% |
| Returns for 5 years | 90.62 | 92.96 | 97% |
| Returns for 10 years | 156.42 | N/A | - |
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