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BSMAX vs FTHFX
BSMAX vs FTHFX Comparison
Open Charts BSMAX vs FTHFX
iShares Russell Small/Mid-Cap Idx Inv A
Price$18.63
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets1.13B
FullerThaler Behavioral Sm-Cp Eq R6
Price$51.83
Change-$0.06 (-0.12%)
VolumeN/A
Net Assets11.13B
BSMAX vs FTHFX Comparison Chart in %
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BSMAX vs. FTHFX commentary
Dec 27, 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 BSMAX is a Buy and FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. BSMAX (1.13B). BSMAX pays higher dividends than FTHFX: BSMAX (1.16) vs FTHFX (0.69). BSMAX was incepted earlier than FTHFX: BSMAX (10 years) vs FTHFX (14 years). FTHFX (0.63) is less costly to investors than BSMAX (0.39). BSMAX is a more actively managed with annual turnover of: 43.00 vs. FTHFX (28.00). BSMAX has a lower initial minimum investment than FTHFX: BSMAX (1000) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : 12.53 vs. BSMAX (10.55). FTHFX return over 5 years is better than : 76.22 vs. BSMAX (29.34).
| BSMAX | FTHFX | BSMAX / FTHFX | |
| Total Expense Ratio | 0.37 | 0.63 | 59% |
| Annual Report Gross Expense Ratio | 0.39 | 0.63 | 62% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 12.062 | 14.113 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 11.1B | 10% |
| Annual Yield % from dividends | 1.16 | 0.69 | 169% |
| Returns for 1 year | 10.55 | 12.53 | 84% |
| Returns for 3 years | 45.32 | 50.85 | 89% |
| Returns for 5 years | 29.34 | 76.22 | 38% |
| Returns for 10 years | 119.68 | 227.11 | 53% |
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