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BSMKX vs FTHFX
BSMKX vs FTHFX Comparison
Open Charts BSMKX vs FTHFX
iShares Russell Small/Mid-Cap Idx K
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
BSMKX vs FTHFX Comparison Chart in %
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BSMKX vs. FTHFX commentary
Dec 28, 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 BSMKX is a Buy and FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. BSMKX (1.13B). BSMKX pays higher dividends than FTHFX: BSMKX (1.43) vs FTHFX (0.69). BSMKX was incepted earlier than FTHFX: BSMKX (10 years) vs FTHFX (14 years). FTHFX (0.63) is less costly to investors than BSMKX (0.08). BSMKX is a more actively managed with annual turnover of: 43.00 vs. FTHFX (28.00). FTHFX has a lower initial minimum investment than BSMKX: FTHFX (1000000) vs BSMKX (5000000). FTHFX annual gain was more profitable for investors over the last year : 11.63 vs. BSMKX (9.91). FTHFX return over 5 years is better than : 75.57 vs. BSMKX (30.75).
| BSMKX | FTHFX | BSMKX / FTHFX | |
| Total Expense Ratio | 0.07 | 0.63 | 11% |
| Annual Report Gross Expense Ratio | 0.08 | 0.63 | 13% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 12.003 | 13.694 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 11.1B | 10% |
| Annual Yield % from dividends | 1.43 | 0.69 | 208% |
| Returns for 1 year | 9.91 | 11.63 | 85% |
| Returns for 3 years | 46.68 | 50.29 | 93% |
| Returns for 5 years | 30.75 | 75.57 | 41% |
| Returns for 10 years | 123.61 | 225.13 | 55% |
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