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FTHFX vs JSEPX
FTHFX vs JSEPX Comparison
Open Charts FTHFX vs JSEPX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.11
Change+$0.54 (+1.09%)
VolumeN/A
Net Assets11.26B
JPMorgan Small Cap Equity R3
Price$39.76
Change+$0.36 (+0.91%)
VolumeN/A
Net Assets3.51B
FTHFX vs JSEPX Comparison Chart in %
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FTHFX vs. JSEPX commentary
Sep 29, 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 JSEPX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. JSEPX (3.51B). FTHFX pays higher dividends than JSEPX: FTHFX (0.70) vs JSEPX (0.15). FTHFX was incepted earlier than JSEPX: FTHFX (14 years) vs JSEPX (9 years). JSEPX (1.25) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. JSEPX (19.00). JSEPX has a lower initial minimum investment than FTHFX: JSEPX (0) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : 2.48 vs. JSEPX (-13.46). FTHFX return over 5 years is better than : 114.02 vs. JSEPX (-13.32).
| FTHFX | JSEPX | FTHFX / JSEPX | |
| Total Expense Ratio | 0.63 | 1.25 | 50% |
| Annual Report Gross Expense Ratio | 0.63 | 1.25 | 50% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 10.326 | -2.740 | -377% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 3.51B | 322% |
| Annual Yield % from dividends | 0.70 | 0.15 | 484% |
| Returns for 1 year | 2.48 | -13.46 | -18% |
| Returns for 3 years | 63.88 | -2.73 | -2,336% |
| Returns for 5 years | 114.02 | -13.32 | -856% |
| Returns for 10 years | 189.61 | N/A | - |
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