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FTHFX vs IYSMX
FTHFX vs IYSMX Comparison
Open Charts FTHFX vs IYSMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.11
Change+$0.54 (+1.09%)
VolumeN/A
Net Assets11.26B
Macquarie Smid Cap Core Fund
Price$17.04
Change+$0.15 (+0.89%)
VolumeN/A
Net Assets354.84M
FTHFX vs IYSMX Comparison Chart in %
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FTHFX vs. IYSMX commentary
Sep 28, 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 IYSMX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. IYSMX (355M). FTHFX pays higher dividends than IYSMX: FTHFX (0.70) vs IYSMX (0.14). FTHFX was incepted earlier than IYSMX: FTHFX (14 years) vs IYSMX (13 years). IYSMX (1.52) 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 : 4.09 vs. FTHFX (2.48). FTHFX return over 5 years is better than : 114.02 vs. IYSMX (15.36).
| FTHFX | IYSMX | FTHFX / IYSMX | |
| Total Expense Ratio | 0.63 | 1.39 | 45% |
| Annual Report Gross Expense Ratio | 0.63 | 1.52 | 41% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 10.326 | 2.523 | 409% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 355M | 3,183% |
| Annual Yield % from dividends | 0.70 | 0.14 | 497% |
| Returns for 1 year | 2.48 | 4.09 | 61% |
| Returns for 3 years | 63.88 | 14.42 | 443% |
| Returns for 5 years | 114.02 | 15.36 | 743% |
| Returns for 10 years | 189.61 | 11.11 | 1,707% |
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