Interact to see
Advertisement
Advertisement
FTHFX vs SZCRX
FTHFX vs SZCRX Comparison
Open Charts FTHFX vs SZCRX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.67
Change-$0.45 (-1.00%)
VolumeN/A
Net Assets10.21B
FTHFX vs SZCRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. SZCRX commentary
Jun 26, 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: 10.2B vs. SZCRX (897M). SZCRX (0.80) and FTHFX (0.79) 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 : 15.28 vs. FTHFX (1.98). SZCRX return over 5 years is better than : 121.66 vs. FTHFX (100.82).
| 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 | -0.661 | 2.854 | -23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2B | 897M | 1,137% |
| Annual Yield % from dividends | 0.79 | 0.80 | 98% |
| Returns for 1 year | 1.98 | 15.28 | 13% |
| Returns for 3 years | 42.35 | 31.97 | 132% |
| Returns for 5 years | 100.82 | 121.66 | 83% |
| Returns for 10 years | 138.27 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ICLO | 25.57 | 0.04 | +0.16% |
| Invesco AAA CLO Floating Rate Note ETF | |||
| DFSD | 47.89 | 0.01 | +0.02% |
| Dimensional Short-Duration Fixed Inc ETF | |||
| FVC | 35.38 | -0.09 | -0.25% |
| First Trust Dorsey Wright Dynamic Foc 5 | |||
| HAUZ | 22.46 | -0.11 | -0.49% |
| Xtrackers International Real Estate ETF | |||
| SSG | 13.62 | -0.75 | -5.22% |
| ProShares UltraShort Semiconductors | |||