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FTHFX vs TRBIX
FTHFX vs TRBIX Comparison
Open Charts FTHFX vs TRBIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.20
Change+$0.35 (+0.82%)
VolumeN/A
Net Assets9.7B
Nuveen Small Cap Blend Idx Retire
Price$21.86
Change+$0.39 (+1.82%)
VolumeN/A
Net Assets3.02B
FTHFX vs TRBIX Comparison Chart
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FTHFX vs. TRBIX 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 TRBIX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.7B vs. TRBIX (3.02B). TRBIX pays higher dividends than FTHFX: TRBIX (1.66) 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 (0.31). FTHFX is a more actively managed with annual turnover of: 41.00 vs. TRBIX (18.00). 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 : -5.34 vs. TRBIX (-6.34). FTHFX return over 5 years is better than : 97.33 vs. TRBIX (34.73).
| FTHFX | TRBIX | FTHFX / TRBIX | |
| Total Expense Ratio | 0.63 | 0.31 | 203% |
| Annual Report Gross Expense Ratio | 0.63 | 0.31 | 203% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -5.658 | -10.430 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.7B | 3.02B | 322% |
| Annual Yield % from dividends | 0.82 | 1.66 | 49% |
| Returns for 1 year | -5.34 | -6.34 | 84% |
| Returns for 3 years | 33.91 | 9.29 | 365% |
| Returns for 5 years | 97.33 | 34.73 | 280% |
| Returns for 10 years | 127.18 | 20.76 | 613% |
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