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FTHFX vs WMKSX
FTHFX vs WMKSX Comparison
Open Charts FTHFX vs WMKSX
FullerThaler Behavioral Sm-Cp Eq R6
Price$40.75
Change+$0.41 (+1.02%)
VolumeN/A
Net Assets9.18B
WesMark Small Company Fund
Price$13.83
Change+$0.25 (+1.84%)
VolumeN/A
Net Assets122.19M
FTHFX vs WMKSX Comparison Chart
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FTHFX vs. WMKSX commentary
Apr 24, 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 WMKSX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.18B vs. WMKSX (122M). FTHFX pays higher dividends than WMKSX: FTHFX (0.82) vs WMKSX (0.00). FTHFX was incepted earlier than WMKSX: FTHFX (14 years) vs WMKSX (31 years). WMKSX (1.23) is less costly to investors than FTHFX (0.63). WMKSX is a more actively managed with annual turnover of: 48.00 vs. FTHFX (41.00). WMKSX has a lower initial minimum investment than FTHFX: WMKSX (1000) vs FTHFX (1000000). WMKSX annual gain was more profitable for investors over the last year : 0.15 vs. FTHFX (-8.97). FTHFX return over 5 years is better than : 97.43 vs. WMKSX (27.60).
| FTHFX | WMKSX | FTHFX / WMKSX | |
| Total Expense Ratio | 0.63 | 1.23 | 51% |
| Annual Report Gross Expense Ratio | 0.63 | 1.23 | 51% |
| Fund Existence | 14 years | 31 years | - |
| Gain YTD | -11.184 | -11.933 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.18B | 122M | 7,525% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | -8.97 | 0.15 | -6,079% |
| Returns for 3 years | 21.34 | -3.89 | -548% |
| Returns for 5 years | 97.43 | 27.60 | 353% |
| Returns for 10 years | 76.65 | -6.65 | -1,153% |
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