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FTHFX vs JSERX
FTHFX vs JSERX Comparison
Open Charts FTHFX vs JSERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.23
Change+$0.07 (+0.14%)
VolumeN/A
Net Assets11.27B
JPMorgan Small Cap Equity R5
Price$55.47
Change-$0.11 (-0.20%)
VolumeN/A
Net Assets3.69B
FTHFX vs JSERX Comparison Chart in %
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FTHFX vs. JSERX commentary
Sep 09, 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 JSERX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. JSERX (3.69B). FTHFX pays higher dividends than JSERX: FTHFX (0.70) vs JSERX (0.45). FTHFX was incepted earlier than JSERX: FTHFX (14 years) vs JSERX (19 years). JSERX (0.85) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. JSERX (19.00). JSERX has a lower initial minimum investment than FTHFX: JSERX (0) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : 8.53 vs. JSERX (-3.23). FTHFX return over 5 years is better than : 103.71 vs. JSERX (-2.26).
| FTHFX | JSERX | FTHFX / JSERX | |
| Total Expense Ratio | 0.63 | 0.80 | 79% |
| Annual Report Gross Expense Ratio | 0.63 | 0.85 | 74% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 10.502 | 1.627 | 645% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 3.69B | 307% |
| Annual Yield % from dividends | 0.70 | 0.45 | 157% |
| Returns for 1 year | 8.53 | -3.23 | -264% |
| Returns for 3 years | 56.33 | 2.14 | 2,636% |
| Returns for 5 years | 103.71 | -2.26 | -4,581% |
| Returns for 10 years | 178.64 | 21.54 | 829% |
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