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FTHFX vs LMSIX
FTHFX vs LMSIX Comparison
Open Charts FTHFX vs LMSIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$51.83
Change-$0.06 (-0.12%)
VolumeN/A
Net Assets11.13B
Franklin U.S. Small Cap Equity I
Price$16.01
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets140.74M
FTHFX vs LMSIX Comparison Chart in %
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FTHFX vs. LMSIX commentary
Dec 25, 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 Hold and LMSIX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. LMSIX (141M). FTHFX pays higher dividends than LMSIX: FTHFX (0.69) vs LMSIX (0.50). FTHFX was incepted earlier than LMSIX: FTHFX (14 years) vs LMSIX (26 years). LMSIX (1.09) is less costly to investors than FTHFX (0.63). LMSIX is a more actively managed with annual turnover of: 53.00 vs. FTHFX (28.00). FTHFX (1000000) and LMSIX (1000000) have matching initial minimum investment requirements. LMSIX annual gain was more profitable for investors over the last year : 14.11 vs. FTHFX (12.53). FTHFX return over 5 years is better than : 76.22 vs. LMSIX (19.86).
| FTHFX | LMSIX | FTHFX / LMSIX | |
| Total Expense Ratio | 0.63 | 1.00 | 63% |
| Annual Report Gross Expense Ratio | 0.63 | 1.09 | 58% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 14.113 | 15.763 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 141M | 7,872% |
| Annual Yield % from dividends | 0.69 | 0.50 | 138% |
| Returns for 1 year | 12.53 | 14.11 | 89% |
| Returns for 3 years | 50.85 | 42.55 | 119% |
| Returns for 5 years | 76.22 | 19.86 | 384% |
| Returns for 10 years | 227.11 | 35.24 | 645% |
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