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BSMIX vs FTHFX
BSMIX vs FTHFX Comparison
Open Charts BSMIX vs FTHFX
iShares Russell Small/Mid-Cap Idx Instl
Price$18.66
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets1.13B
FullerThaler Behavioral Sm-Cp Eq R6
Price$51.64
Change-$0.19 (-0.37%)
VolumeN/A
Net Assets11.13B
BSMIX vs FTHFX Comparison Chart in %
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BSMIX vs. FTHFX commentary
Dec 27, 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: 11.1B vs. BSMIX (1.13B). 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 (0.12). BSMIX is a more actively managed with annual turnover of: 43.00 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 : 11.63 vs. BSMIX (9.87). FTHFX return over 5 years is better than : 75.57 vs. BSMIX (30.46).
| 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 | 11.963 | 13.694 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 1000000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 11.1B | 10% |
| Annual Yield % from dividends | 1.39 | 0.69 | 202% |
| Returns for 1 year | 9.87 | 11.63 | 85% |
| Returns for 3 years | 46.50 | 50.29 | 92% |
| Returns for 5 years | 30.46 | 75.57 | 40% |
| Returns for 10 years | 122.71 | 225.13 | 55% |
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