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FTHFX vs PENNX
FTHFX vs PENNX Comparison
Open Charts FTHFX vs PENNX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.02
Change-$0.94 (-1.88%)
VolumeN/A
Net Assets11.11B
Royce Small-Cap Fund Invmt
Price$9.48
Change-$0.19 (-1.96%)
VolumeN/A
Net Assets1.74B
FTHFX vs PENNX Comparison Chart in %
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FTHFX vs. PENNX commentary
Nov 14, 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 StrongBuy and PENNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. PENNX (1.75B). FTHFX pays higher dividends than PENNX: FTHFX (0.70) vs PENNX (0.53). 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 : -5.33 vs. PENNX (-6.98). FTHFX return over 5 years is better than : 86.83 vs. PENNX (1.10).
| 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 | 9.996 | 7.087 | 141% |
| 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 | 1.75B | 636% |
| Annual Yield % from dividends | 0.70 | 0.53 | 134% |
| Returns for 1 year | -5.33 | -6.98 | 76% |
| Returns for 3 years | 41.85 | 17.37 | 241% |
| Returns for 5 years | 86.83 | 1.10 | 7,903% |
| Returns for 10 years | 172.84 | -14.40 | -1,200% |
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