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FTHFX vs TRDFX
FTHFX vs TRDFX Comparison
Open Charts FTHFX vs TRDFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.34
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets10.65B
Steward Values Enhanced SmMidCapA
Price$12.85
Change+$0.06 (+0.47%)
VolumeN/A
Net Assets214.23M
FTHFX vs TRDFX Comparison Chart
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FTHFX vs. TRDFX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.6B vs. TRDFX (214M). FTHFX pays higher dividends than TRDFX: FTHFX (0.95) vs TRDFX (0.68). FTHFX was incepted earlier than TRDFX: FTHFX (13 years) vs TRDFX (73 years). FTHFX is a more actively managed with annual turnover of: 35.00 vs. TRDFX (20.00). 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 : 14.58 vs. TRDFX (11.50). FTHFX return over 5 years is better than : 75.76 vs. TRDFX (-5.41).
| FTHFX | TRDFX | FTHFX / TRDFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 73 years | - |
| Gain YTD | 4.227 | 3.296 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 214M | 4,953% |
| Annual Yield % from dividends | 0.95 | 0.68 | 141% |
| Returns for 1 year | 14.58 | 11.50 | 127% |
| Returns for 3 years | 32.29 | -16.20 | -199% |
| Returns for 5 years | 75.76 | -5.41 | -1,400% |
| Returns for 10 years | 117.48 | -4.92 | -2,386% |
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