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$16.25
Change-$0.29 (-1.75%)
VolumeN/A
Net Assets969.9M
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.73
Change-$0.69 (-1.55%)
VolumeN/A
Net Assets10.11B
BSMIX vs FTHFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BSMIX vs. FTHFX commentary
Jun 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 BSMIX is a Hold and FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.1B vs. BSMIX (970M). BSMIX pays higher dividends than FTHFX: BSMIX (1.40) vs FTHFX (0.79). 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 : 5.06 vs. FTHFX (-1.78). FTHFX return over 5 years is better than : 93.55 vs. BSMIX (52.35).
| 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 | -3.187 | -3.721 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 970M | 10.1B | 10% |
| Annual Yield % from dividends | 1.40 | 0.79 | 178% |
| Returns for 1 year | 5.06 | -1.78 | -284% |
| Returns for 3 years | 26.93 | 39.46 | 68% |
| Returns for 5 years | 52.35 | 93.55 | 56% |
| Returns for 10 years | N/A | 132.30 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CFIGX | 13.98 | -0.10 | -0.71% |
| Columbia Flexible Capital Income C | |||
| RWMHX | 61.84 | -0.64 | -1.02% |
| American Funds Washington Mutual R5E | |||
| LAMYX | 23.60 | -0.26 | -1.09% |
| Lord Abbett Dividend Growth I | |||
| HEOTX | 16.84 | -0.23 | -1.35% |
| Hartford Climate Opportunities R5 | |||
| GSRFX | 12.31 | -0.17 | -1.36% |
| Goldman Sachs Rising Dividend Gr R6 | |||