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FTHFX vs JSERX
FTHFX vs JSERX Comparison
Open Charts FTHFX vs JSERX
FullerThaler Behavioral Sm-Cp Eq R6
Price$48.37
Change-$0.38 (-0.78%)
VolumeN/A
Net Assets10.99B
JPMorgan Small Cap Equity R5
Price$54.05
Change-$0.43 (-0.79%)
VolumeN/A
Net Assets3.63B
FTHFX vs JSERX Comparison Chart in %
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FTHFX vs. JSERX commentary
Aug 19, 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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11B vs. JSERX (3.63B). FTHFX pays higher dividends than JSERX: FTHFX (0.74) 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 : 4.59 vs. JSERX (-6.17). FTHFX return over 5 years is better than : 89.14 vs. JSERX (-6.32).
| 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 | 6.495 | -1.170 | -555% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 3.63B | 303% |
| Annual Yield % from dividends | 0.74 | 0.46 | 162% |
| Returns for 1 year | 4.59 | -6.17 | -74% |
| Returns for 3 years | 37.22 | -11.01 | -338% |
| Returns for 5 years | 89.14 | -6.32 | -1,409% |
| Returns for 10 years | 154.43 | 11.86 | 1,302% |
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