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FTHFX vs SMCIX
FTHFX vs SMCIX Comparison
Open Charts FTHFX vs SMCIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.70
Change+$0.51 (+1.02%)
VolumeN/A
Net Assets11.13B
Shelton S&P Smallcap Index Investor
Price$21.22
Change+$0.31 (+1.48%)
VolumeN/A
Net Assets51.65M
FTHFX vs SMCIX Comparison Chart in %
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FTHFX vs. SMCIX commentary
Dec 05, 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 Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. SMCIX (51.6M). SMCIX pays higher dividends than FTHFX: SMCIX (0.99) 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 : -3.97 vs. SMCIX (-9.43). FTHFX return over 5 years is better than : 77.79 vs. SMCIX (0.86).
| 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 | 11.625 | -1.888 | -616% |
| 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 | 51.6M | 21,512% |
| Annual Yield % from dividends | 0.69 | 0.99 | 69% |
| Returns for 1 year | -3.97 | -9.43 | 42% |
| Returns for 3 years | 40.00 | 1.89 | 2,115% |
| Returns for 5 years | 77.79 | 0.86 | 9,078% |
| Returns for 10 years | 171.48 | 17.79 | 964% |
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