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FTHFX vs SMCIX
FTHFX vs SMCIX Comparison
Open Charts FTHFX vs SMCIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$53.55
Change+$0.40 (+0.75%)
VolumeN/A
Net Assets11.13B
Shelton S&P Smallcap Index Investor
Price$22.53
Change+$0.19 (+0.85%)
VolumeN/A
Net Assets54.3M
FTHFX vs SMCIX Comparison Chart in %
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FTHFX vs. SMCIX 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 SMCIX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. SMCIX (54.3M). SMCIX pays higher dividends than FTHFX: SMCIX (0.81) vs FTHFX (0.63). FTHFX was incepted earlier than SMCIX: FTHFX (14 years) vs SMCIX (29 years). SMCIX (0.86) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 28.00 vs. SMCIX (20.00). SMCIX has a lower initial minimum investment than FTHFX: SMCIX (1000) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : 16.23 vs. SMCIX (2.16). FTHFX return over 5 years is better than : 72.22 vs. SMCIX (-6.67).
| FTHFX | SMCIX | FTHFX / SMCIX | |
| Total Expense Ratio | 0.63 | 0.86 | 73% |
| Annual Report Gross Expense Ratio | 0.63 | 0.86 | 73% |
| Fund Existence | 14 years | 29 years | - |
| Gain YTD | 5.019 | 6.635 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 54.3M | 20,442% |
| Annual Yield % from dividends | 0.63 | 0.81 | 78% |
| Returns for 1 year | 16.23 | 2.16 | 752% |
| Returns for 3 years | 40.94 | 2.04 | 2,010% |
| Returns for 5 years | 72.22 | -6.67 | -1,083% |
| Returns for 10 years | 279.59 | 43.85 | 638% |