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FOVIX vs FTHFX
FOVIX vs FTHFX Comparison
Open Charts FOVIX vs FTHFX
First Trust/Confluence Small Cap Val I
Price$24.82
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets10.19M
FullerThaler Behavioral Sm-Cp Eq R6
Price$52.62
Change+$0.17 (+0.32%)
VolumeN/A
Net Assets11.13B
FOVIX vs FTHFX Comparison Chart in %
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FOVIX vs. FTHFX commentary
Jan 15, 2026
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 FOVIX is a Hold and FTHFX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. FOVIX (10.2M). FTHFX pays higher dividends than FOVIX: FTHFX (0.65) vs FOVIX (0.00). FOVIX was incepted earlier than FTHFX: FOVIX (15 years) vs FTHFX (14 years). FOVIX (2.11) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 28.00 vs. FOVIX (17.00). FOVIX (1000000) and FTHFX (1000000) have matching initial minimum investment requirements. FTHFX annual gain was more profitable for investors over the last year : 14.21 vs. FOVIX (-14.27). FTHFX return over 5 years is better than : 70.24 vs. FOVIX (-29.89).
| FOVIX | FTHFX | FOVIX / FTHFX | |
| Total Expense Ratio | 1.35 | 0.63 | 214% |
| Annual Report Gross Expense Ratio | 2.11 | 0.63 | 335% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 4.992 | 3.972 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.2M | 11.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.65 | - |
| Returns for 1 year | -14.27 | 14.21 | -100% |
| Returns for 3 years | -19.31 | 47.11 | -41% |
| Returns for 5 years | -29.89 | 70.24 | -43% |
| Returns for 10 years | 4.95 | 275.55 | 2% |
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