Interact to see
Advertisement
Advertisement
FTHFX vs JSERX
FTHFX vs JSERX Comparison
Open Charts FTHFX vs JSERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.67
Change+$0.81 (+1.73%)
VolumeN/A
Net Assets10.78B
JPMorgan Small Cap Equity R5
Price$55.34
Change+$0.54 (+0.99%)
VolumeN/A
Net Assets3.82B
FTHFX vs JSERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. JSERX commentary
Jul 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 JSERX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.8B vs. JSERX (3.82B). FTHFX pays higher dividends than JSERX: FTHFX (0.76) vs JSERX (0.46). 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 : 2.03 vs. JSERX (-4.36). FTHFX return over 5 years is better than : 99.73 vs. JSERX (1.03).
| 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 | 4.954 | 1.189 | 417% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 3.82B | 283% |
| Annual Yield % from dividends | 0.76 | 0.46 | 165% |
| Returns for 1 year | 2.03 | -4.36 | -46% |
| Returns for 3 years | 45.52 | -0.56 | -8,198% |
| Returns for 5 years | 99.73 | 1.03 | 9,650% |
| Returns for 10 years | 152.73 | 16.30 | 937% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers