FTHFX
Price
$53.15
Change
+$3.45 (+6.94%)
Updated
Feb 3 closing price
Net Assets
11.13B
IYSMX
Price
$18.59
Change
+$1.50 (+8.78%)
Updated
Feb 3 closing price
Net Assets
369.5M
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FTHFX vs IYSMX

Header iconFTHFX vs IYSMX Comparison
Open Charts FTHFX vs IYSMXBanner chart's image
FullerThaler Behavioral Sm-Cp Eq R6
Price$53.15
Change+$3.45 (+6.94%)
VolumeN/A
Net Assets11.13B
Nomura Smid Cap Core R
Price$18.59
Change+$1.50 (+8.78%)
VolumeN/A
Net Assets369.5M
FTHFX vs IYSMX Comparison Chart in %
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FTHFX vs. IYSMX 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 FTHFX is a Buy and IYSMX is a Hold.

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FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. IYSMX (370M). FTHFX pays higher dividends than IYSMX: FTHFX (0.63) vs IYSMX (0.10). 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: 28.00 vs. IYSMX (16.00). IYSMX has a lower initial minimum investment than FTHFX: IYSMX (0) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : 16.23 vs. IYSMX (7.89). FTHFX return over 5 years is better than : 72.22 vs. IYSMX (-11.78).
FTHFXIYSMXFTHFX / IYSMX
Total Expense Ratio0.631.3945%
Annual Report Gross Expense Ratio0.631.5740%
Fund Existence14 years13 years-
Gain YTD5.0194.791105%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets11.1B370M3,000%
Annual Yield % from dividends0.630.10625%
Returns for 1 year16.237.89206%
Returns for 3 years40.9433.64122%
Returns for 5 years72.22-11.78-613%
Returns for 10 years279.5946.02607%
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