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FTHFX vs LMBMX
FTHFX vs LMBMX Comparison
Open Charts FTHFX vs LMBMX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.16
Change+$0.61 (+1.23%)
VolumeN/A
Net Assets11.27B
Franklin U.S. Small Cap Equity IS
Price$15.21
Change+$0.23 (+1.54%)
VolumeN/A
Net Assets116.26M
FTHFX vs LMBMX Comparison Chart in %
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FTHFX vs. LMBMX commentary
Sep 09, 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: 11.3B vs. LMBMX (116M). FTHFX pays higher dividends than LMBMX: FTHFX (0.70) vs LMBMX (0.66). 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 : 15.38 vs. FTHFX (8.53). FTHFX return over 5 years is better than : 103.71 vs. LMBMX (47.53).
| 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 | 10.502 | 14.748 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 116M | 9,741% |
| Annual Yield % from dividends | 0.70 | 0.66 | 106% |
| Returns for 1 year | 8.53 | 15.38 | 55% |
| Returns for 3 years | 56.33 | 39.08 | 144% |
| Returns for 5 years | 103.71 | 47.53 | 218% |
| Returns for 10 years | 178.64 | 23.39 | 764% |
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