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FTHFX vs IVVIX
FTHFX vs IVVIX Comparison
Open Charts FTHFX vs IVVIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$48.37
Change-$0.38 (-0.78%)
VolumeN/A
Net Assets10.99B
Macquarie Smid Cap Core Fund
Price$19.78
Change-$0.12 (-0.60%)
VolumeN/A
Net Assets364.61M
FTHFX vs IVVIX Comparison Chart in %
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FTHFX vs. IVVIX commentary
Aug 17, 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 FTHFX is a Buy and IVVIX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11B vs. IVVIX (365M). FTHFX pays higher dividends than IVVIX: FTHFX (0.74) vs IVVIX (0.33). FTHFX was incepted earlier than IVVIX: FTHFX (14 years) vs IVVIX (18 years). IVVIX (1.02) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. IVVIX (16.00). IVVIX has a lower initial minimum investment than FTHFX: IVVIX (0) vs FTHFX (1000000). IVVIX annual gain was more profitable for investors over the last year : 6.76 vs. FTHFX (4.59). FTHFX return over 5 years is better than : 89.14 vs. IVVIX (12.83).
| FTHFX | IVVIX | FTHFX / IVVIX | |
| Total Expense Ratio | 0.63 | 0.89 | 71% |
| Annual Report Gross Expense Ratio | 0.63 | 1.02 | 62% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | 6.495 | 0.882 | 736% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 365M | 3,014% |
| Annual Yield % from dividends | 0.74 | 0.33 | 225% |
| Returns for 1 year | 4.59 | 6.76 | 68% |
| Returns for 3 years | 37.22 | -1.23 | -3,026% |
| Returns for 5 years | 89.14 | 12.83 | 695% |
| Returns for 10 years | 154.43 | 10.87 | 1,420% |
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