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FTHFX vs TRDFX
FTHFX vs TRDFX Comparison
Open Charts FTHFX vs TRDFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$44.56
Change+$1.50 (+3.48%)
VolumeN/A
Net Assets9.79B
Steward Values Enhanced SmMidCapA
Price$11.92
Change+$0.41 (+3.56%)
VolumeN/A
Net Assets174.72M
FTHFX vs TRDFX Comparison Chart
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FTHFX vs. TRDFX commentary
May 13, 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: 9.79B vs. TRDFX (175M). TRDFX (0.82) and FTHFX (0.82) 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 : -5.80 vs. TRDFX (-8.26). FTHFX return over 5 years is better than : 115.22 vs. TRDFX (21.32).
| 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 | -5.196 | -7.476 | 70% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.79B | 175M | 5,596% |
| Annual Yield % from dividends | 0.82 | 0.82 | 99% |
| Returns for 1 year | -5.80 | -8.26 | 70% |
| Returns for 3 years | 32.59 | -15.68 | -208% |
| Returns for 5 years | 115.22 | 21.32 | 540% |
| Returns for 10 years | 126.05 | -21.76 | -579% |
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