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FTHFX vs VSENX
FTHFX vs VSENX Comparison
Open Charts FTHFX vs VSENX
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.15
Change+$0.49 (+1.05%)
VolumeN/A
Net Assets10.54B
JPMorgan Small Cap Equity R6
Price$56.89
Change+$0.51 (+0.90%)
VolumeN/A
Net Assets4.48B
FTHFX vs VSENX Comparison Chart
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FTHFX vs. VSENX commentary
Jan 31, 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 VSENX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.5B vs. VSENX (4.49B). FTHFX (0.95) and VSENX (0.94) have matching dividends . FTHFX was incepted earlier than VSENX: FTHFX (13 years) vs VSENX (9 years). FTHFX is a more actively managed with annual turnover of: 35.00 vs. VSENX (22.00). FTHFX has a lower initial minimum investment than VSENX: FTHFX (1000000) vs VSENX (15000000). FTHFX annual gain was more profitable for investors over the last year : 12.26 vs. VSENX (7.97). FTHFX return over 5 years is better than : 81.42 vs. VSENX (-2.63).
| FTHFX | VSENX | FTHFX / VSENX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 2.730 | 4.080 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 4.49B | 234% |
| Annual Yield % from dividends | 0.95 | 0.94 | 101% |
| Returns for 1 year | 12.26 | 7.97 | 154% |
| Returns for 3 years | 34.22 | -7.03 | -487% |
| Returns for 5 years | 81.42 | -2.63 | -3,099% |
| Returns for 10 years | 115.37 | N/A | - |
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