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BSMIX vs FTHFX
BSMIX vs FTHFX Comparison
Open Charts BSMIX vs FTHFX
iShares Russell Small/Mid-Cap Idx Instl
Price$18.67
Change+$0.22 (+1.19%)
VolumeN/A
Net Assets1.09B
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.19
Change-$0.16 (-0.32%)
VolumeN/A
Net Assets11.23B
BSMIX vs FTHFX Comparison Chart in %
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BSMIX vs. FTHFX commentary
Dec 04, 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 Buy and FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.2B vs. BSMIX (1.09B). BSMIX pays higher dividends than FTHFX: BSMIX (1.39) vs FTHFX (0.69). 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 : 2.03 vs. FTHFX (-4.44). FTHFX return over 5 years is better than : 81.10 vs. BSMIX (33.50).
| 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 | 10.943 | 11.471 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 11.2B | 10% |
| Annual Yield % from dividends | 1.39 | 0.69 | 202% |
| Returns for 1 year | 2.03 | -4.44 | -46% |
| Returns for 3 years | 31.53 | 39.81 | 79% |
| Returns for 5 years | 33.50 | 81.10 | 41% |
| Returns for 10 years | 116.52 | 171.11 | 68% |
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