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FTHFX vs PENNX
FTHFX vs PENNX Comparison
Open Charts FTHFX vs PENNX
FullerThaler Behavioral Sm-Cp Eq R6
Price$53.15
Change+$3.45 (+6.94%)
VolumeN/A
Net Assets11.13B
Royce Small-Cap Fund Invmt
Price$10.02
Change+$0.42 (+4.37%)
VolumeN/A
Net Assets1.91B
FTHFX vs PENNX Comparison Chart in %
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FTHFX vs. PENNX commentary
Feb 05, 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 PENNX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. PENNX (1.91B). FTHFX pays higher dividends than PENNX: FTHFX (0.63) vs PENNX (0.46). 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). PENNX is a more actively managed with annual turnover of: 37.00 vs. FTHFX (28.00). 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 : 16.23 vs. PENNX (10.88). FTHFX return over 5 years is better than : 72.22 vs. PENNX (-7.94).
| 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 | 5.019 | 8.442 | 59% |
| 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 | 1.91B | 582% |
| Annual Yield % from dividends | 0.63 | 0.46 | 137% |
| Returns for 1 year | 16.23 | 10.88 | 149% |
| Returns for 3 years | 40.94 | 17.19 | 238% |
| Returns for 5 years | 72.22 | -7.94 | -909% |
| Returns for 10 years | 279.59 | 20.72 | 1,349% |
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