Ad is loading...
FTHSX vs NAESX
FTHSX vs NAESX Comparison
Open Charts FTHSX vs NAESX
FullerThaler Behavioral Sm-Cp Eq Inst
Price$39.69
Change+$0.51 (+1.30%)
VolumeN/A
Net Assets9.18B
Vanguard Small Cap Index I
Price$98.59
Change+$1.38 (+1.42%)
VolumeN/A
Net Assets143.36B
FTHSX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FTHSX vs. NAESX commentary
Apr 14, 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: 143B vs. FTHSX (9.18B). NAESX pays higher dividends than FTHSX: NAESX (1.39) 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 (12.00). 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 : -6.50 vs. FTHSX (-10.13). FTHSX return over 5 years is better than : 86.52 vs. NAESX (66.02).
| 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 | -11.761 | -14.307 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.18B | 143B | 6% |
| Annual Yield % from dividends | 0.71 | 1.39 | 51% |
| Returns for 1 year | -10.13 | -6.50 | 156% |
| Returns for 3 years | 20.38 | 1.12 | 1,820% |
| Returns for 5 years | 86.52 | 66.02 | 131% |
| Returns for 10 years | 74.56 | 73.40 | 102% |