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FTHFX vs LMSIX
FTHFX vs LMSIX Comparison
Open Charts FTHFX vs LMSIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.23
Change+$0.07 (+0.14%)
VolumeN/A
Net Assets11.27B
Franklin U.S. Small Cap Equity I
Price$15.85
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets116.26M
FTHFX vs LMSIX Comparison Chart in %
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FTHFX vs. LMSIX 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 LMSIX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. LMSIX (116M). FTHFX pays higher dividends than LMSIX: FTHFX (0.70) vs LMSIX (0.53). 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 (41.00). FTHFX (1000000) and LMSIX (1000000) have matching initial minimum investment requirements. LMSIX annual gain was more profitable for investors over the last year : 15.41 vs. FTHFX (10.03). FTHFX return over 5 years is better than : 106.62 vs. LMSIX (48.05).
| 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 | 10.590 | 14.678 | 72% |
| 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 | 0.53 | 133% |
| Returns for 1 year | 10.03 | 15.41 | 65% |
| Returns for 3 years | 50.87 | 39.00 | 130% |
| Returns for 5 years | 106.62 | 48.05 | 222% |
| Returns for 10 years | 179.44 | 24.78 | 724% |
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