Interact to see
Advertisement
Advertisement
FTHFX vs LMSIX
FTHFX vs LMSIX Comparison
Open Charts FTHFX vs LMSIX
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 I
Price$16.43
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets145.25M
FTHFX vs LMSIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. LMSIX 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 Buy and LMSIX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. LMSIX (145M). FTHFX pays higher dividends than LMSIX: FTHFX (0.65) vs LMSIX (0.34). 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 : 19.11 vs. FTHFX (14.21). FTHFX return over 5 years is better than : 70.24 vs. LMSIX (15.93).
| 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 | 3.972 | 5.051 | 79% |
| 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 | 0.34 | 193% |
| Returns for 1 year | 14.21 | 19.11 | 74% |
| Returns for 3 years | 47.11 | 37.71 | 125% |
| Returns for 5 years | 70.24 | 15.93 | 441% |
| Returns for 10 years | 275.55 | 59.81 | 461% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MSTGX | 10.22 | 0.05 | +0.49% |
| Morningstar Global Income | |||
| FREIX | 34.43 | 0.10 | +0.29% |
| Franklin Equity Income R | |||
| IVIFX | 19.99 | -0.02 | -0.10% |
| Nomura International Core Equity C | |||
| CWMCX | 65.84 | -0.09 | -0.14% |
| American Funds Washington Mutual 529C | |||
| CCERX | 28.53 | -0.21 | -0.73% |
| Columbia Large Cap Enhanced Core R | |||