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FTHFX vs LMBMX
FTHFX vs LMBMX Comparison
Open Charts FTHFX vs LMBMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$52.62
Change+$0.17 (+0.32%)
VolumeN/A
Net Assets11.13B
Franklin U.S. Small Cap Equity IS
Price$15.75
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets145.25M
FTHFX vs LMBMX Comparison Chart in %
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FTHFX vs. LMBMX commentary
Jan 15, 2026
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 LMBMX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. LMBMX (145M). FTHFX pays higher dividends than LMBMX: FTHFX (0.65) vs LMBMX (0.41). 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 (28.00). FTHFX (1000000) and LMBMX (1000000) have matching initial minimum investment requirements. LMBMX annual gain was more profitable for investors over the last year : 20.27 vs. FTHFX (15.89). FTHFX return over 5 years is better than : 68.43 vs. LMBMX (13.64).
| 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 | 3.636 | 4.933 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 145M | 7,655% |
| Annual Yield % from dividends | 0.65 | 0.41 | 160% |
| Returns for 1 year | 15.89 | 20.27 | 78% |
| Returns for 3 years | 46.63 | 37.50 | 124% |
| Returns for 5 years | 68.43 | 13.64 | 502% |
| Returns for 10 years | 274.34 | 57.77 | 475% |
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