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FOVAX vs FTHFX
FOVAX vs FTHFX Comparison
Open Charts FOVAX vs FTHFX
First Trust/Confluence Small Cap Val A
Price$25.36
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets13.5M
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.47
Change+$0.27 (+0.55%)
VolumeN/A
Net Assets11.02B
FOVAX vs FTHFX Comparison Chart in %
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FOVAX vs. FTHFX commentary
Oct 19, 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 FOVAX is a StrongBuy and FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11B vs. FOVAX (13.5M). FTHFX pays higher dividends than FOVAX: FTHFX (0.69) vs FOVAX (0.00). FOVAX was incepted earlier than FTHFX: FOVAX (15 years) vs FTHFX (14 years). FOVAX (3.55) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. FOVAX (17.00). FOVAX has a lower initial minimum investment than FTHFX: FOVAX (2500) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : -1.91 vs. FOVAX (-18.03). FTHFX return over 5 years is better than : 94.83 vs. FOVAX (-10.96).
| FOVAX | FTHFX | FOVAX / FTHFX | |
| Total Expense Ratio | 1.60 | 0.63 | 254% |
| Annual Report Gross Expense Ratio | 3.55 | 0.63 | 563% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | -9.169 | 8.917 | -103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5M | 11B | 0% |
| Annual Yield % from dividends | 0.00 | 0.69 | - |
| Returns for 1 year | -18.03 | -1.91 | 944% |
| Returns for 3 years | -13.74 | 50.30 | -27% |
| Returns for 5 years | -10.96 | 94.83 | -12% |
| Returns for 10 years | -1.82 | 169.48 | -1% |
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