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FTHFX vs LMBMX
FTHFX vs LMBMX Comparison
Open Charts FTHFX vs LMBMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$46.91
Change+$0.37 (+0.80%)
VolumeN/A
Net Assets10.66B
Franklin U.S. Small Cap Equity IS
Price$13.97
Change+$0.17 (+1.23%)
VolumeN/A
Net Assets107.79M
FTHFX vs LMBMX Comparison Chart in %
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FTHFX vs. LMBMX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.7B vs. LMBMX (108M). 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. LMBMX annual gain was more profitable for investors over the last year : 8.97 vs. FTHFX (5.98). FTHFX return over 5 years is better than : 102.86 vs. LMBMX (43.60).
| 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 | 3.280 | 5.117 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 108M | 9,907% |
| Annual Yield % from dividends | 0.76 | 0.73 | 104% |
| Returns for 1 year | 5.98 | 8.97 | 67% |
| Returns for 3 years | 49.75 | 32.60 | 153% |
| Returns for 5 years | 102.86 | 43.60 | 236% |
| Returns for 10 years | 151.69 | 5.19 | 2,922% |
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