Interact to see
Advertisement
Advertisement
BSMIX vs FTHFX
BSMIX vs FTHFX Comparison
Open Charts BSMIX vs FTHFX
iShares Russell Small/Mid-Cap Idx Instl
Price$18.38
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets1.08B
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.96
Change+$0.17 (+0.34%)
VolumeN/A
Net Assets11.13B
BSMIX vs FTHFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BSMIX vs. FTHFX commentary
Nov 13, 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 BSMIX is a Hold and FTHFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. BSMIX (1.08B). BSMIX pays higher dividends than FTHFX: BSMIX (1.41) vs FTHFX (0.70). BSMIX was incepted earlier than FTHFX: BSMIX (10 years) vs FTHFX (14 years). FTHFX (0.63) is less costly to investors than BSMIX (0.14). BSMIX (43.00) and FTHFX (41.00) have comparable annual turnover. FTHFX has a lower initial minimum investment than BSMIX: FTHFX (1000000) vs BSMIX (2000000). BSMIX annual gain was more profitable for investors over the last year : 3.79 vs. FTHFX (-5.33). FTHFX return over 5 years is better than : 86.83 vs. BSMIX (40.06).
| BSMIX | FTHFX | BSMIX / FTHFX | |
| Total Expense Ratio | 0.13 | 0.63 | 21% |
| Annual Report Gross Expense Ratio | 0.14 | 0.63 | 22% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 10.283 | 9.996 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 11.1B | 10% |
| Annual Yield % from dividends | 1.41 | 0.70 | 201% |
| Returns for 1 year | 3.79 | -5.33 | -71% |
| Returns for 3 years | 32.36 | 41.85 | 77% |
| Returns for 5 years | 40.06 | 86.83 | 46% |
| Returns for 10 years | 122.31 | 172.84 | 71% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement