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FTHFX vs JSERX
FTHFX vs JSERX Comparison
Open Charts FTHFX vs JSERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$51.83
Change-$0.06 (-0.12%)
VolumeN/A
Net Assets11.13B
JPMorgan Small Cap Equity R5
Price$46.16
Change+$0.09 (+0.20%)
VolumeN/A
Net Assets3.22B
FTHFX vs JSERX Comparison Chart in %
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FTHFX vs. JSERX commentary
Dec 26, 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 JSERX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. JSERX (3.22B). FTHFX pays higher dividends than JSERX: FTHFX (0.69) vs JSERX (0.46). FTHFX was incepted earlier than JSERX: FTHFX (14 years) vs JSERX (20 years). JSERX (0.84) is less costly to investors than FTHFX (0.63). JSERX is a more actively managed with annual turnover of: 52.00 vs. FTHFX (28.00). 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 : 12.53 vs. JSERX (-16.62). FTHFX return over 5 years is better than : 76.22 vs. JSERX (-32.28).
| FTHFX | JSERX | FTHFX / JSERX | |
| Total Expense Ratio | 0.63 | 0.80 | 79% |
| Annual Report Gross Expense Ratio | 0.63 | 0.84 | 75% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 14.113 | -15.597 | -90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 3.22B | 345% |
| Annual Yield % from dividends | 0.69 | 0.46 | 148% |
| Returns for 1 year | 12.53 | -16.62 | -75% |
| Returns for 3 years | 50.85 | -6.84 | -744% |
| Returns for 5 years | 76.22 | -32.28 | -236% |
| Returns for 10 years | 227.11 | 8.30 | 2,736% |
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