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FTHFX vs PENNX
FTHFX vs PENNX Comparison
Open Charts FTHFX vs PENNX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.11
Change+$0.54 (+1.09%)
VolumeN/A
Net Assets11.26B
Royce Small-Cap Fund Invmt
Price$9.63
Change+$0.09 (+0.94%)
VolumeN/A
Net Assets1.8B
FTHFX vs PENNX Comparison Chart in %
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FTHFX vs. PENNX commentary
Sep 29, 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 PENNX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. PENNX (1.8B). 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 : 2.48 vs. PENNX (-3.09). FTHFX return over 5 years is better than : 114.02 vs. PENNX (18.19).
| 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 | 10.326 | 6.645 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 1.8B | 628% |
| Annual Yield % from dividends | 0.70 | 0.53 | 133% |
| Returns for 1 year | 2.48 | -3.09 | -80% |
| Returns for 3 years | 63.88 | 34.32 | 186% |
| Returns for 5 years | 114.02 | 18.19 | 627% |
| Returns for 10 years | 189.61 | -10.80 | -1,755% |
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