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CALRX vs FTHFX
CALRX vs FTHFX Comparison
Open Charts CALRX vs FTHFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.89
Change+$0.19 (+0.37%)
VolumeN/A
Net Assets11.13B
CALRX vs FTHFX Comparison Chart in %
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CALRX vs. FTHFX commentary
Dec 06, 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 Buy and FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. CALRX (2.1B). FTHFX pays higher dividends than CALRX: FTHFX (0.69) vs CALRX (0.33). 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 : -3.90 vs. CALRX (-12.24). FTHFX return over 5 years is better than : 78.46 vs. CALRX (15.06).
| 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 | -4.571 | 12.043 | -38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 11.1B | 19% |
| Annual Yield % from dividends | 0.33 | 0.69 | 48% |
| Returns for 1 year | -12.24 | -3.90 | 314% |
| Returns for 3 years | 12.90 | 43.74 | 29% |
| Returns for 5 years | 15.06 | 78.46 | 19% |
| Returns for 10 years | N/A | 178.34 | - |
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