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CALRX vs FTHFX
CALRX vs FTHFX Comparison
Open Charts CALRX vs FTHFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.11
Change+$0.54 (+1.09%)
VolumeN/A
Net Assets11.13B
CALRX vs FTHFX Comparison Chart in %
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CALRX 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 CALRX is a Hold and FTHFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. CALRX (2.51B). FTHFX pays higher dividends than CALRX: FTHFX (0.70) vs CALRX (0.31). CALRX was incepted earlier than FTHFX: CALRX (7 years) vs FTHFX (14 years). CALRX (0.86) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. CALRX (32.00). FTHFX has a lower initial minimum investment than CALRX: FTHFX (1000000) vs CALRX (5000000). FTHFX annual gain was more profitable for investors over the last year : 2.48 vs. CALRX (-3.72). FTHFX return over 5 years is better than : 114.02 vs. CALRX (41.66).
| CALRX | FTHFX | CALRX / FTHFX | |
| Total Expense Ratio | 0.86 | 0.63 | 137% |
| Annual Report Gross Expense Ratio | 0.86 | 0.63 | 137% |
| Fund Existence | 7 years | 14 years | - |
| Gain YTD | -3.381 | 10.326 | -33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.51B | 11.1B | 23% |
| Annual Yield % from dividends | 0.31 | 0.70 | 44% |
| Returns for 1 year | -3.72 | 2.48 | -150% |
| Returns for 3 years | 29.07 | 63.88 | 46% |
| Returns for 5 years | 41.66 | 114.02 | 37% |
| Returns for 10 years | N/A | 189.61 | - |
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