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FTHFX vs TRBIX
FTHFX vs TRBIX Comparison
Open Charts FTHFX vs TRBIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$42.34
Change-$0.81 (-1.88%)
VolumeN/A
Net Assets9.76B
Nuveen Small Cap Blend Idx Retire
Price$21.74
Change-$0.61 (-2.73%)
VolumeN/A
Net Assets3.26B
FTHFX vs TRBIX Comparison Chart
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FTHFX vs. TRBIX commentary
Mar 11, 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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.76B vs. TRBIX (3.26B). TRBIX pays higher dividends than FTHFX: TRBIX (1.52) vs FTHFX (0.78). FTHFX was incepted earlier than TRBIX: FTHFX (14 years) vs TRBIX (22 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). TRBIX annual gain was more profitable for investors over the last year : -3.70 vs. FTHFX (-4.46). FTHFX return over 5 years is better than : 86.76 vs. TRBIX (29.09).
| 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 | 22 years | - |
| Gain YTD | -4.998 | -6.758 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.76B | 3.26B | 299% |
| Annual Yield % from dividends | 0.78 | 1.52 | 51% |
| Returns for 1 year | -4.46 | -3.70 | 121% |
| Returns for 3 years | 30.64 | 2.33 | 1,315% |
| Returns for 5 years | 86.76 | 29.09 | 298% |
| Returns for 10 years | 94.99 | 28.85 | 329% |
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