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FTHFX vs IYSMX
FTHFX vs IYSMX Comparison
Open Charts FTHFX vs IYSMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.47
Change+$0.27 (+0.55%)
VolumeN/A
Net Assets11.08B
Macquarie Smid Cap Core Fund
Price$16.96
Change+$0.12 (+0.71%)
VolumeN/A
Net Assets348.62M
FTHFX vs IYSMX Comparison Chart in %
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FTHFX vs. IYSMX commentary
Oct 19, 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 Hold and IYSMX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. IYSMX (349M). FTHFX pays higher dividends than IYSMX: FTHFX (0.69) vs IYSMX (0.11). FTHFX was incepted earlier than IYSMX: FTHFX (14 years) vs IYSMX (13 years). IYSMX (1.57) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. IYSMX (16.00). IYSMX has a lower initial minimum investment than FTHFX: IYSMX (0) vs FTHFX (1000000). IYSMX annual gain was more profitable for investors over the last year : 0.83 vs. FTHFX (-1.91). FTHFX return over 5 years is better than : 94.83 vs. IYSMX (6.06).
| FTHFX | IYSMX | FTHFX / IYSMX | |
| Total Expense Ratio | 0.63 | 1.39 | 45% |
| Annual Report Gross Expense Ratio | 0.63 | 1.57 | 40% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 8.917 | 2.041 | 437% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 349M | 3,181% |
| Annual Yield % from dividends | 0.69 | 0.11 | 629% |
| Returns for 1 year | -1.91 | 0.83 | -230% |
| Returns for 3 years | 50.30 | 7.51 | 669% |
| Returns for 5 years | 94.83 | 6.06 | 1,564% |
| Returns for 10 years | 169.48 | 3.00 | 5,646% |
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