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FOVIX vs FTHFX
FOVIX vs FTHFX Comparison
Open Charts FOVIX vs FTHFX
First Trust/Confluence Small Cap Val I
Price$27.02
Change-$0.25 (-0.92%)
VolumeN/A
Net Assets13.52M
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.02
Change-$0.94 (-1.88%)
VolumeN/A
Net Assets11.11B
FOVIX vs FTHFX Comparison Chart in %
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FOVIX vs. FTHFX commentary
Nov 14, 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 FOVIX is a Hold and FTHFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. FOVIX (13.5M). FTHFX pays higher dividends than FOVIX: FTHFX (0.70) 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: 41.00 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 : -6.29 vs. FOVIX (-17.04). FTHFX return over 5 years is better than : 83.31 vs. FOVIX (-13.98).
| 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 | -8.189 | 7.926 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5M | 11.1B | 0% |
| Annual Yield % from dividends | 0.00 | 0.70 | - |
| Returns for 1 year | -17.04 | -6.29 | 271% |
| Returns for 3 years | -17.27 | 39.76 | -43% |
| Returns for 5 years | -13.98 | 83.31 | -17% |
| Returns for 10 years | 1.05 | 165.67 | 1% |
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