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FTHFX vs LMBMX
FTHFX vs LMBMX Comparison
Open Charts FTHFX vs LMBMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.02
Change-$0.94 (-1.88%)
VolumeN/A
Net Assets11.11B
Franklin U.S. Small Cap Equity IS
Price$15.36
Change-$0.42 (-2.66%)
VolumeN/A
Net Assets125.1M
FTHFX vs LMBMX Comparison Chart in %
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FTHFX vs. LMBMX commentary
Nov 14, 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 StrongBuy and LMBMX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. LMBMX (125M). FTHFX pays higher dividends than LMBMX: FTHFX (0.70) vs LMBMX (0.63). FTHFX was incepted earlier than LMBMX: FTHFX (14 years) vs LMBMX (14 years). LMBMX (0.96) is less costly to investors than FTHFX (0.63). LMBMX is a more actively managed with annual turnover of: 53.00 vs. FTHFX (41.00). FTHFX (1000000) and LMBMX (1000000) have matching initial minimum investment requirements. LMBMX annual gain was more profitable for investors over the last year : 4.23 vs. FTHFX (-6.29). FTHFX return over 5 years is better than : 83.31 vs. LMBMX (30.86).
| FTHFX | LMBMX | FTHFX / LMBMX | |
| Total Expense Ratio | 0.63 | 0.75 | 84% |
| Annual Report Gross Expense Ratio | 0.63 | 0.96 | 66% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 7.926 | 15.576 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 125M | 8,880% |
| Annual Yield % from dividends | 0.70 | 0.63 | 111% |
| Returns for 1 year | -6.29 | 4.23 | -149% |
| Returns for 3 years | 39.76 | 33.65 | 118% |
| Returns for 5 years | 83.31 | 30.86 | 270% |
| Returns for 10 years | 165.67 | 24.28 | 682% |
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