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FTHSX vs NAESX
FTHSX vs NAESX Comparison
Open Charts FTHSX vs NAESX
FullerThaler Behavioral Sm-Cp Eq Inst
Price$43.47
Change-$0.19 (-0.44%)
VolumeN/A
Net Assets10.01B
Vanguard Small Cap Index I
Price$108.59
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
FTHSX vs NAESX Comparison Chart
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FTHSX vs. NAESX commentary
May 23, 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 FTHSX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. FTHSX (10B). NAESX pays higher dividends than FTHSX: NAESX (1.43) vs FTHSX (0.71). FTHSX was incepted earlier than NAESX: FTHSX (14 years) vs NAESX (65 years). FTHSX (0.76) is less costly to investors than NAESX (0.17). FTHSX is a more actively managed with annual turnover of: 41.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than FTHSX: NAESX (3000) vs FTHSX (100000). NAESX annual gain was more profitable for investors over the last year : 1.75 vs. FTHSX (-3.46). FTHSX return over 5 years is better than : 99.72 vs. NAESX (67.31).
| FTHSX | NAESX | FTHSX / NAESX | |
| Total Expense Ratio | 0.76 | 0.17 | 447% |
| Annual Report Gross Expense Ratio | 0.76 | 0.17 | 447% |
| Fund Existence | 14 years | 65 years | - |
| Gain YTD | -2.935 | -5.554 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10B | 140B | 7% |
| Annual Yield % from dividends | 0.71 | 1.43 | 50% |
| Returns for 1 year | -3.46 | 1.75 | -198% |
| Returns for 3 years | 36.38 | 22.26 | 163% |
| Returns for 5 years | 99.72 | 67.31 | 148% |
| Returns for 10 years | 128.41 | 90.72 | 142% |
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