Interact to see
Advertisement
Advertisement
BSMKX vs FTHFX
BSMKX vs FTHFX Comparison
Open Charts BSMKX vs FTHFX
iShares Russell Small/Mid-Cap Idx K
Price$16.25
Change-$0.29 (-1.75%)
VolumeN/A
Net Assets953.56M
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.73
Change-$0.69 (-1.55%)
VolumeN/A
Net Assets9.91B
BSMKX vs FTHFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BSMKX vs. FTHFX commentary
Jun 16, 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 Hold and FTHFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.91B vs. BSMKX (954M). BSMKX pays higher dividends than FTHFX: BSMKX (1.44) vs FTHFX (0.79). BSMKX was incepted earlier than FTHFX: BSMKX (10 years) vs FTHFX (14 years). FTHFX (0.63) is less costly to investors than BSMKX (0.10). BSMKX (43.00) and FTHFX (41.00) have comparable annual turnover. FTHFX has a lower initial minimum investment than BSMKX: FTHFX (1000000) vs BSMKX (5000000). BSMKX annual gain was more profitable for investors over the last year : 5.10 vs. FTHFX (-1.78). FTHFX return over 5 years is better than : 93.55 vs. BSMKX (52.70).
| BSMKX | FTHFX | BSMKX / FTHFX | |
| Total Expense Ratio | 0.08 | 0.63 | 13% |
| Annual Report Gross Expense Ratio | 0.10 | 0.63 | 16% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -3.175 | -3.721 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 954M | 9.91B | 10% |
| Annual Yield % from dividends | 1.44 | 0.79 | 184% |
| Returns for 1 year | 5.10 | -1.78 | -287% |
| Returns for 3 years | 27.11 | 39.46 | 69% |
| Returns for 5 years | 52.70 | 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