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FTHFX vs SIVIX
FTHFX vs SIVIX Comparison
Open Charts FTHFX vs SIVIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.73
Change-$0.69 (-1.55%)
VolumeN/A
Net Assets9.91B
State Street Instl Small-Cap Equity I
Price$16.20
Change-$0.31 (-1.88%)
VolumeN/A
Net Assets477.68M
FTHFX vs SIVIX Comparison Chart
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FTHFX vs. SIVIX commentary
Jun 16, 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 SIVIX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.91B vs. SIVIX (478M). SIVIX pays higher dividends than FTHFX: SIVIX (0.89) vs FTHFX (0.79). FTHFX was incepted earlier than SIVIX: FTHFX (14 years) vs SIVIX (27 years). SIVIX (0.89) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. SIVIX (38.00). FTHFX has a lower initial minimum investment than SIVIX: FTHFX (1000000) vs SIVIX (10000000). FTHFX annual gain was more profitable for investors over the last year : -1.78 vs. SIVIX (-6.27). FTHFX return over 5 years is better than : 93.55 vs. SIVIX (14.73).
| FTHFX | SIVIX | FTHFX / SIVIX | |
| Total Expense Ratio | 0.63 | 0.75 | 84% |
| Annual Report Gross Expense Ratio | 0.63 | 0.89 | 71% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -3.721 | -5.649 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 10000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.91B | 478M | 2,073% |
| Annual Yield % from dividends | 0.79 | 0.89 | 88% |
| Returns for 1 year | -1.78 | -6.27 | 28% |
| Returns for 3 years | 39.46 | 4.31 | 917% |
| Returns for 5 years | 93.55 | 14.73 | 635% |
| Returns for 10 years | 132.30 | -14.37 | -920% |
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