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FTHFX vs JUSMX
FTHFX vs JUSMX Comparison
Open Charts FTHFX vs JUSMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$48.37
Change-$0.38 (-0.78%)
VolumeN/A
Net Assets10.99B
JPMorgan US Small Company R6
Price$18.27
Change-$0.09 (-0.49%)
VolumeN/A
Net Assets922.42M
FTHFX vs JUSMX Comparison Chart in %
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FTHFX vs. JUSMX commentary
Aug 17, 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 JUSMX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11B vs. JUSMX (922M). FTHFX pays higher dividends than JUSMX: FTHFX (0.74) vs JUSMX (0.54). FTHFX was incepted earlier than JUSMX: FTHFX (14 years) vs JUSMX (14 years). JUSMX (0.72) is less costly to investors than FTHFX (0.63). JUSMX is a more actively managed with annual turnover of: 61.00 vs. FTHFX (41.00). FTHFX has a lower initial minimum investment than JUSMX: FTHFX (1000000) vs JUSMX (15000000). FTHFX annual gain was more profitable for investors over the last year : 4.59 vs. JUSMX (-2.06). FTHFX return over 5 years is better than : 89.14 vs. JUSMX (8.82).
| FTHFX | JUSMX | FTHFX / JUSMX | |
| Total Expense Ratio | 0.63 | 0.72 | 88% |
| Annual Report Gross Expense Ratio | 0.63 | 0.72 | 88% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 6.495 | 1.444 | 450% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000000 | 7% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 922M | 1,193% |
| Annual Yield % from dividends | 0.74 | 0.54 | 138% |
| Returns for 1 year | 4.59 | -2.06 | -223% |
| Returns for 3 years | 37.22 | 4.38 | 850% |
| Returns for 5 years | 89.14 | 8.82 | 1,011% |
| Returns for 10 years | 154.43 | 14.27 | 1,082% |
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