Ad is loading...
FTHFX vs TSMWX
FTHFX vs TSMWX Comparison
Open Charts FTHFX vs TSMWX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.06
Change-$0.14 (-0.32%)
VolumeN/A
Net Assets9.78B
Nuveen Quant Small/Mid Cap Eq R6
Price$14.02
Change-$0.04 (-0.28%)
VolumeN/A
Net Assets1.46B
FTHFX vs TSMWX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. TSMWX commentary
May 10, 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 TSMWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.78B vs. TSMWX (1.46B). TSMWX (0.84) 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 : -5.58 vs. TSMWX (-5.96). FTHFX return over 5 years is better than : 98.94 vs. TSMWX (47.34).
| 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 | -4.888 | -4.289 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.78B | 1.46B | 672% |
| Annual Yield % from dividends | 0.82 | 0.84 | 98% |
| Returns for 1 year | -5.58 | -5.96 | 94% |
| Returns for 3 years | 35.26 | 13.55 | 260% |
| Returns for 5 years | 98.94 | 47.34 | 209% |
| Returns for 10 years | 129.71 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...