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FTHFX vs SZCRX
FTHFX vs SZCRX Comparison
Open Charts FTHFX vs SZCRX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.20
Change+$0.35 (+0.82%)
VolumeN/A
Net Assets9.7B
FTHFX vs SZCRX Comparison Chart
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FTHFX vs. SZCRX commentary
May 09, 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: 9.7B vs. SZCRX (825M). SZCRX (0.83) and FTHFX (0.82) 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 : 5.85 vs. FTHFX (-5.34). SZCRX return over 5 years is better than : 120.41 vs. FTHFX (97.33).
| 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 | -5.658 | -2.418 | 234% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.7B | 825M | 1,176% |
| Annual Yield % from dividends | 0.82 | 0.83 | 99% |
| Returns for 1 year | -5.34 | 5.85 | -91% |
| Returns for 3 years | 33.91 | 20.38 | 166% |
| Returns for 5 years | 97.33 | 120.41 | 81% |
| Returns for 10 years | 127.18 | N/A | - |
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