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BSMIX vs FTHFX
BSMIX vs FTHFX Comparison
Open Charts BSMIX vs FTHFX
iShares Russell Small/Mid-Cap Idx Instl
Price$18.26
Change+$0.14 (+0.77%)
VolumeN/A
Net Assets1.06B
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.23
Change+$0.07 (+0.14%)
VolumeN/A
Net Assets11.27B
BSMIX vs FTHFX Comparison Chart in %
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BSMIX vs. FTHFX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. BSMIX (1.06B). BSMIX pays higher dividends than FTHFX: BSMIX (1.38) 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 : 14.37 vs. FTHFX (8.53). FTHFX return over 5 years is better than : 103.71 vs. BSMIX (56.22).
| 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 | 8.984 | 10.502 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 11.3B | 9% |
| Annual Yield % from dividends | 1.38 | 0.70 | 197% |
| Returns for 1 year | 14.37 | 8.53 | 169% |
| Returns for 3 years | 36.96 | 56.33 | 66% |
| Returns for 5 years | 56.22 | 103.71 | 54% |
| Returns for 10 years | 116.25 | 178.64 | 65% |
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