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FTHFX vs SMCIX
FTHFX vs SMCIX Comparison
Open Charts FTHFX vs SMCIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.47
Change+$0.27 (+0.55%)
VolumeN/A
Net Assets11.02B
Shelton S&P Smallcap Index Investor
Price$22.17
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets50.56M
FTHFX vs SMCIX Comparison Chart in %
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FTHFX vs. SMCIX commentary
Oct 18, 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 Hold and SMCIX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11B vs. SMCIX (50.6M). SMCIX pays higher dividends than FTHFX: SMCIX (0.92) vs FTHFX (0.69). FTHFX was incepted earlier than SMCIX: FTHFX (14 years) vs SMCIX (29 years). SMCIX (0.88) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. SMCIX (26.00). 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 : -1.91 vs. SMCIX (-7.52). FTHFX return over 5 years is better than : 94.83 vs. SMCIX (18.83).
| FTHFX | SMCIX | FTHFX / SMCIX | |
| Total Expense Ratio | 0.63 | 0.88 | 72% |
| Annual Report Gross Expense Ratio | 0.63 | 0.88 | 72% |
| Fund Existence | 14 years | 29 years | - |
| Gain YTD | 8.917 | 2.504 | 356% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 50.6M | 21,739% |
| Annual Yield % from dividends | 0.69 | 0.92 | 75% |
| Returns for 1 year | -1.91 | -7.52 | 25% |
| Returns for 3 years | 50.30 | 7.45 | 675% |
| Returns for 5 years | 94.83 | 18.83 | 504% |
| Returns for 10 years | 169.48 | 13.86 | 1,223% |
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