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$18.11
Change-$0.18 (-0.98%)
VolumeN/A
Net Assets1.05B
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.57
Change-$0.39 (-0.78%)
VolumeN/A
Net Assets11.28B
BSMKX vs FTHFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BSMKX vs. FTHFX commentary
Sep 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 BSMKX is a Hold and FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. BSMKX (1.05B). BSMKX pays higher dividends than FTHFX: BSMKX (1.42) vs FTHFX (0.70). 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 : 9.67 vs. FTHFX (3.10). FTHFX return over 5 years is better than : 113.38 vs. BSMKX (60.29).
| 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 | 8.292 | 9.996 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 11.3B | 9% |
| Annual Yield % from dividends | 1.42 | 0.70 | 203% |
| Returns for 1 year | 9.67 | 3.10 | 312% |
| Returns for 3 years | 47.82 | 64.07 | 75% |
| Returns for 5 years | 60.29 | 113.38 | 53% |
| Returns for 10 years | 129.08 | 188.90 | 68% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement