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FTHFX vs TSMWX
FTHFX vs TSMWX Comparison
Open Charts FTHFX vs TSMWX
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.34
Change+$0.10 (+0.21%)
VolumeN/A
Net Assets10.65B
Nuveen Quant Small/Mid Cap Eq R6
Price$15.34
Change+$0.07 (+0.46%)
VolumeN/A
Net Assets1.5B
FTHFX vs TSMWX Comparison Chart
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FTHFX vs. TSMWX 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 TSMWX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.6B vs. TSMWX (1.5B). FTHFX pays higher dividends than TSMWX: FTHFX (0.95) vs TSMWX (0.89). FTHFX was incepted earlier than TSMWX: FTHFX (13 years) vs TSMWX (8 years). TSMWX is a more actively managed with annual turnover of: 86.00 vs. FTHFX (35.00). FTHFX (1000000) and TSMWX (1000000) have matching initial minimum investment requirements. TSMWX (15.05) and FTHFX (14.58) have marching annual gain over last year. FTHFX return over 5 years is better than : 75.76 vs. TSMWX (26.38).
| FTHFX | TSMWX | FTHFX / TSMWX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 4.227 | 4.425 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 1.5B | 707% |
| Annual Yield % from dividends | 0.95 | 0.89 | 107% |
| Returns for 1 year | 14.58 | 15.05 | 97% |
| Returns for 3 years | 32.29 | 8.26 | 391% |
| Returns for 5 years | 75.76 | 26.38 | 287% |
| Returns for 10 years | 117.48 | N/A | - |