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FSMBX vs FTHFX
FSMBX vs FTHFX Comparison
Open Charts FSMBX vs FTHFX
Tributary Small/Mid Cap Instl Plus
Price$16.46
Change+$0.10 (+0.61%)
VolumeN/A
Net Assets40.57M
FullerThaler Behavioral Sm-Cp Eq R6
Price$46.91
Change+$0.37 (+0.80%)
VolumeN/A
Net Assets10.66B
FSMBX vs FTHFX Comparison Chart in %
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FSMBX vs. FTHFX commentary
Jul 07, 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 FSMBX is a Buy and FTHFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.7B vs. FSMBX (40.6M). FTHFX pays higher dividends than FSMBX: FTHFX (0.76) vs FSMBX (0.15). FSMBX was incepted earlier than FTHFX: FSMBX (6 years) vs FTHFX (14 years). FSMBX (1.62) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. FSMBX (23.00). FTHFX has a lower initial minimum investment than FSMBX: FTHFX (1000000) vs FSMBX (5000000). FTHFX annual gain was more profitable for investors over the last year : 5.98 vs. FSMBX (2.43). FTHFX return over 5 years is better than : 102.86 vs. FSMBX (78.65).
| FSMBX | FTHFX | FSMBX / FTHFX | |
| Total Expense Ratio | 0.90 | 0.63 | 143% |
| Annual Report Gross Expense Ratio | 1.62 | 0.63 | 257% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -3.290 | 3.280 | -100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 1000000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6M | 10.7B | 0% |
| Annual Yield % from dividends | 0.15 | 0.76 | 19% |
| Returns for 1 year | 2.43 | 5.98 | 41% |
| Returns for 3 years | 21.97 | 49.75 | 44% |
| Returns for 5 years | 78.65 | 102.86 | 76% |
| Returns for 10 years | N/A | 151.69 | - |