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FTHFX vs SZCRX
FTHFX vs SZCRX Comparison
Open Charts FTHFX vs SZCRX
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.34
Change+$0.27 (+0.67%)
VolumeN/A
Net Assets9.13B
FTHFX vs SZCRX Comparison Chart
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FTHFX vs. SZCRX commentary
Apr 18, 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: 9.14B vs. SZCRX (775M). SZCRX (0.82) 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 : 4.45 vs. FTHFX (-7.16). SZCRX return over 5 years is better than : 129.11 vs. FTHFX (93.37).
| 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 | -11.779 | -5.965 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.14B | 775M | 1,179% |
| Annual Yield % from dividends | 0.82 | 0.82 | 99% |
| Returns for 1 year | -7.16 | 4.45 | -161% |
| Returns for 3 years | 19.87 | 8.75 | 227% |
| Returns for 5 years | 93.37 | 129.11 | 72% |
| Returns for 10 years | 76.84 | N/A | - |
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