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FTHFX vs PENNX
FTHFX vs PENNX Comparison
Open Charts FTHFX vs PENNX
FullerThaler Behavioral Sm-Cp Eq R6
Price$52.07
Change+$0.57 (+1.11%)
VolumeN/A
Net Assets11.13B
Royce Small-Cap Fund Invmt
Price$9.56
Change-$0.53 (-5.25%)
VolumeN/A
Net Assets1.74B
FTHFX vs PENNX Comparison Chart in %
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FTHFX vs. PENNX commentary
Dec 13, 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 PENNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. PENNX (1.74B). FTHFX pays higher dividends than PENNX: FTHFX (0.69) vs PENNX (0.52). FTHFX was incepted earlier than PENNX: FTHFX (14 years) vs PENNX (53 years). PENNX (0.93) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. PENNX (37.00). PENNX has a lower initial minimum investment than FTHFX: PENNX (2000) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : 7.21 vs. PENNX (-7.95). FTHFX return over 5 years is better than : 81.55 vs. PENNX (-3.22).
| FTHFX | PENNX | FTHFX / PENNX | |
| Total Expense Ratio | 0.63 | 0.93 | 68% |
| Annual Report Gross Expense Ratio | 0.63 | 0.93 | 68% |
| Fund Existence | 14 years | 53 years | - |
| Gain YTD | 14.641 | 5.869 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 1.74B | 636% |
| Annual Yield % from dividends | 0.69 | 0.52 | 133% |
| Returns for 1 year | 7.21 | -7.95 | -91% |
| Returns for 3 years | 47.92 | 17.02 | 282% |
| Returns for 5 years | 81.55 | -3.22 | -2,537% |
| Returns for 10 years | 196.61 | -13.08 | -1,503% |
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