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FTHFX vs TRDFX
FTHFX vs TRDFX Comparison
Open Charts FTHFX vs TRDFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.55
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets11.14B
Steward Values Enhanced SmMidCapA
Price$12.80
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets190.19M
FTHFX vs TRDFX Comparison Chart in %
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FTHFX vs. TRDFX commentary
Sep 04, 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 TRDFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. TRDFX (190M). TRDFX (0.72) and FTHFX (0.70) have matching dividends . FTHFX was incepted earlier than TRDFX: FTHFX (14 years) vs TRDFX (74 years). TRDFX (0.83) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. TRDFX (36.00). TRDFX has a lower initial minimum investment than FTHFX: TRDFX (1000) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : 6.16 vs. TRDFX (1.14). FTHFX return over 5 years is better than : 101.23 vs. TRDFX (6.51).
| FTHFX | TRDFX | FTHFX / TRDFX | |
| Total Expense Ratio | 0.63 | 0.83 | 76% |
| Annual Report Gross Expense Ratio | 0.63 | 0.83 | 76% |
| Fund Existence | 14 years | 74 years | - |
| Gain YTD | 9.159 | 2.974 | 308% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 190M | 5,842% |
| Annual Yield % from dividends | 0.70 | 0.72 | 98% |
| Returns for 1 year | 6.16 | 1.14 | 542% |
| Returns for 3 years | 53.45 | -4.58 | -1,166% |
| Returns for 5 years | 101.23 | 6.51 | 1,555% |
| Returns for 10 years | 182.28 | -4.04 | -4,512% |
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