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FTHFX vs LMBMX
FTHFX vs LMBMX Comparison
Open Charts FTHFX vs LMBMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.67
Change+$0.81 (+1.73%)
VolumeN/A
Net Assets10.78B
Franklin U.S. Small Cap Equity IS
Price$13.90
Change+$0.07 (+0.51%)
VolumeN/A
Net Assets106.91M
FTHFX vs LMBMX Comparison Chart in %
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FTHFX vs. LMBMX 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 LMBMX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.8B vs. LMBMX (107M). FTHFX (0.76) and LMBMX (0.73) have matching dividends . FTHFX was incepted earlier than LMBMX: FTHFX (14 years) vs LMBMX (13 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. FTHFX annual gain was more profitable for investors over the last year : 2.03 vs. LMBMX (1.21). FTHFX return over 5 years is better than : 99.73 vs. LMBMX (38.75).
| 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 | 13 years | - |
| Gain YTD | 4.954 | 4.590 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 107M | 10,093% |
| Annual Yield % from dividends | 0.76 | 0.73 | 104% |
| Returns for 1 year | 2.03 | 1.21 | 167% |
| Returns for 3 years | 45.52 | 25.98 | 175% |
| Returns for 5 years | 99.73 | 38.75 | 257% |
| Returns for 10 years | 152.73 | 6.88 | 2,219% |
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