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FTHFX vs TRDFX
FTHFX vs TRDFX Comparison
Open Charts FTHFX vs TRDFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$38.92
Change-$1.63 (-4.02%)
VolumeN/A
Net Assets9.34B
Steward Values Enhanced SmMidCapA
Price$10.41
Change-$0.49 (-4.50%)
VolumeN/A
Net Assets174.34M
FTHFX vs TRDFX Comparison Chart
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FTHFX vs. TRDFX commentary
Apr 05, 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 TRDFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.34B vs. TRDFX (174M). FTHFX (0.82) and TRDFX (0.80) have matching dividends . FTHFX was incepted earlier than TRDFX: FTHFX (14 years) vs TRDFX (73 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 (18.00). 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 : -5.12 vs. TRDFX (-6.38). FTHFX return over 5 years is better than : 137.69 vs. TRDFX (43.93).
| 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 | 73 years | - |
| Gain YTD | -4.888 | -5.949 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.34B | 174M | 5,368% |
| Annual Yield % from dividends | 0.82 | 0.80 | 102% |
| Returns for 1 year | -5.12 | -6.38 | 80% |
| Returns for 3 years | 26.25 | -23.02 | -114% |
| Returns for 5 years | 137.69 | 43.93 | 313% |
| Returns for 10 years | 92.07 | -20.52 | -449% |
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