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FTHFX vs WBCIX
FTHFX vs WBCIX Comparison
Open Charts FTHFX vs WBCIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.06
Change-$0.14 (-0.32%)
VolumeN/A
Net Assets9.79B
William Blair Small-Mid Cap Core I
Price$15.70
Change+$0.08 (+0.51%)
VolumeN/A
Net Assets115.58M
FTHFX vs WBCIX Comparison Chart
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FTHFX vs. WBCIX commentary
May 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 Buy and WBCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.79B vs. WBCIX (116M). FTHFX pays higher dividends than WBCIX: FTHFX (0.82) vs WBCIX (0.11). FTHFX was incepted earlier than WBCIX: FTHFX (14 years) vs WBCIX (6 years). WBCIX (1.16) is less costly to investors than FTHFX (0.63). WBCIX is a more actively managed with annual turnover of: 59.00 vs. FTHFX (41.00). WBCIX has a lower initial minimum investment than FTHFX: WBCIX (500000) vs FTHFX (1000000). WBCIX annual gain was more profitable for investors over the last year : 0.23 vs. FTHFX (-5.88). FTHFX return over 5 years is better than : 98.29 vs. WBCIX (76.26).
| FTHFX | WBCIX | FTHFX / WBCIX | |
| Total Expense Ratio | 0.63 | 0.95 | 66% |
| Annual Report Gross Expense Ratio | 0.63 | 1.16 | 54% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -5.196 | -7.101 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.79B | 116M | 8,442% |
| Annual Yield % from dividends | 0.82 | 0.11 | 717% |
| Returns for 1 year | -5.88 | 0.23 | -2,542% |
| Returns for 3 years | 34.82 | 17.64 | 197% |
| Returns for 5 years | 98.29 | 76.26 | 129% |
| Returns for 10 years | 128.97 | N/A | - |
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