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$19.45
Change+$1.07 (+5.82%)
VolumeN/A
Net Assets1.17B
FullerThaler Behavioral Sm-Cp Eq R6
Price$53.15
Change+$3.45 (+6.94%)
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
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. BSMIX (1.17B). BSMIX pays higher dividends than FTHFX: BSMIX (1.24) vs FTHFX (0.63). BSMIX was incepted earlier than FTHFX: BSMIX (10 years) vs FTHFX (14 years). FTHFX (0.63) is less costly to investors than BSMIX (0.12). BSMIX is a more actively managed with annual turnover of: 36.00 vs. FTHFX (28.00). FTHFX has a lower initial minimum investment than BSMIX: FTHFX (1000000) vs BSMIX (2000000). FTHFX annual gain was more profitable for investors over the last year : 16.23 vs. BSMIX (14.60). FTHFX return over 5 years is better than : 72.22 vs. BSMIX (27.14).
| BSMIX | FTHFX | BSMIX / FTHFX | |
| Total Expense Ratio | 0.12 | 0.63 | 19% |
| Annual Report Gross Expense Ratio | 0.12 | 0.63 | 19% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 6.342 | 5.019 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 11.1B | 11% |
| Annual Yield % from dividends | 1.24 | 0.63 | 196% |
| Returns for 1 year | 14.60 | 16.23 | 90% |
| Returns for 3 years | 35.96 | 40.94 | 88% |
| Returns for 5 years | 27.14 | 72.22 | 38% |
| Returns for 10 years | 167.28 | 279.59 | 60% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement