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FOVIX vs FTHFX
FOVIX vs FTHFX Comparison
Open Charts FOVIX vs FTHFX
First Trust/Confluence Small Cap Val I
Price$24.42
Change+$0.62 (+2.61%)
VolumeN/A
Net Assets7.57M
FullerThaler Behavioral Sm-Cp Eq R6
Price$53.55
Change+$0.40 (+0.75%)
VolumeN/A
Net Assets11.13B
FOVIX vs FTHFX Comparison Chart in %
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FOVIX vs. FTHFX commentary
Feb 05, 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 Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. FOVIX (7.57M). FTHFX pays higher dividends than FOVIX: FTHFX (0.63) 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). FOVIX is a more actively managed with annual turnover of: 30.00 vs. FTHFX (28.00). FOVIX (1000000) and FTHFX (1000000) have matching initial minimum investment requirements. FTHFX annual gain was more profitable for investors over the last year : 16.23 vs. FOVIX (-20.29). FTHFX return over 5 years is better than : 72.22 vs. FOVIX (-33.03).
| 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 | 0.677 | 5.019 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.57M | 11.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.63 | - |
| Returns for 1 year | -20.29 | 16.23 | -125% |
| Returns for 3 years | -26.13 | 40.94 | -64% |
| Returns for 5 years | -33.03 | 72.22 | -46% |
| Returns for 10 years | -0.92 | 279.59 | -0% |
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