Ad is loading...
FTHFX vs TRBIX
FTHFX vs TRBIX Comparison
Open Charts FTHFX vs TRBIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.34
Change+$0.27 (+0.67%)
VolumeN/A
Net Assets9.13B
Nuveen Small Cap Blend Idx Retire
Price$20.29
Change+$0.19 (+0.95%)
VolumeN/A
Net Assets2.85B
FTHFX vs TRBIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. TRBIX 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 Hold and TRBIX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.14B vs. TRBIX (2.85B). TRBIX pays higher dividends than FTHFX: TRBIX (1.63) vs FTHFX (0.82). FTHFX was incepted earlier than TRBIX: FTHFX (14 years) vs TRBIX (23 years). FTHFX (0.63) is less costly to investors than TRBIX (0.30). FTHFX is a more actively managed with annual turnover of: 41.00 vs. TRBIX (16.00). TRBIX has a lower initial minimum investment than FTHFX: TRBIX (0) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : -6.85 vs. TRBIX (-7.41). FTHFX return over 5 years is better than : 95.40 vs. TRBIX (37.90).
| FTHFX | TRBIX | FTHFX / TRBIX | |
| Total Expense Ratio | 0.63 | 0.30 | 210% |
| Annual Report Gross Expense Ratio | 0.63 | 0.30 | 210% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -10.854 | -15.269 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.14B | 2.85B | 321% |
| Annual Yield % from dividends | 0.82 | 1.63 | 50% |
| Returns for 1 year | -6.85 | -7.41 | 92% |
| Returns for 3 years | 21.05 | -9.07 | -232% |
| Returns for 5 years | 95.40 | 37.90 | 252% |
| Returns for 10 years | 80.32 | 12.84 | 626% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers