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FTHFX vs TSMWX
FTHFX vs TSMWX Comparison
Open Charts FTHFX vs TSMWX
FullerThaler Behavioral Sm-Cp Eq R6
Price$39.57
Change-$1.45 (-3.53%)
VolumeN/A
Net Assets9.41B
Nuveen Quant Small/Mid Cap Eq R6
Price$12.63
Change+$0.57 (+4.73%)
VolumeN/A
Net Assets1.34B
FTHFX vs TSMWX Comparison Chart
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FTHFX vs. TSMWX commentary
Apr 12, 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 TSMWX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.41B vs. TSMWX (1.34B). TSMWX (0.82) and FTHFX (0.82) have matching dividends . FTHFX was incepted earlier than TSMWX: FTHFX (14 years) vs TSMWX (9 years). FTHFX (0.63) is less costly to investors than TSMWX (0.47). TSMWX is a more actively managed with annual turnover of: 86.00 vs. FTHFX (41.00). FTHFX (1000000) and TSMWX (1000000) have matching initial minimum investment requirements. FTHFX annual gain was more profitable for investors over the last year : -7.51 vs. TSMWX (-9.20). FTHFX return over 5 years is better than : 92.14 vs. TSMWX (48.85).
| FTHFX | TSMWX | FTHFX / TSMWX | |
| Total Expense Ratio | 0.63 | 0.47 | 134% |
| Annual Report Gross Expense Ratio | 0.63 | 0.47 | 134% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | -9.687 | -10.347 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.41B | 1.34B | 702% |
| Annual Yield % from dividends | 0.82 | 0.82 | 99% |
| Returns for 1 year | -7.51 | -9.20 | 82% |
| Returns for 3 years | 23.93 | -3.79 | -632% |
| Returns for 5 years | 92.14 | 48.85 | 189% |
| Returns for 10 years | 81.25 | N/A | - |
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