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Compare trend and price FTMSX vs VSMAX
FTMSX vs VSMAX Comparison
Open Charts FTMSX vs VSMAX
Fuller & Thaler Behvrl Mcr-Cp Eq Instl
Price$23.92
Change+$0.26 (+1.10%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$96.13
Change+$0.55 (+0.58%)
VolumeN/A
CapitalizationN/A
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FTMSX vs VSMAX Comparison Chart
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FTMSX vs. VSMAX commentary
Dec 09, 2023
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 FTMSX is a StrongBuy and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 121B vs. FTMSX (17.8M). VSMAX pays higher dividends than FTMSX: VSMAX (1.67) vs FTMSX (0.00). FTMSX was incepted earlier than VSMAX: FTMSX (5 years) vs VSMAX (23 years). FTMSX (2.25) is less costly to investors than VSMAX (0.05). FTMSX is a more actively managed with annual turnover of: 74.00 vs. VSMAX (14.00). VSMAX has a lower initial minimum investment than FTMSX: VSMAX (3000) vs FTMSX (100000). VSMAX annual gain was more profitable for investors over the last year : 6.36 vs. FTMSX (1.40).
| FTMSX | VSMAX | FTMSX / VSMAX | |
| Total Expense Ratio | 1.43 | 0.05 | 2,860% |
| Annual Report Gross Expense Ratio | 2.25 | 0.05 | 4,500% |
| Fund Existence | 5 years | 23 years | - |
| Gain YTD | 4.500 | 9.661 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.8M | 121B | 0% |
| Annual Yield % from dividends | 0.00 | 1.67 | - |
| Returns for 1 year | 1.40 | 6.36 | 22% |
| Returns for 3 years | -2.17 | 6.73 | -32% |
| Returns for 5 years | N/A | 43.75 | - |
| Returns for 10 years | N/A | 98.12 | - |
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