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FTHFX vs SMLKX
FTHFX vs SMLKX Comparison
Open Charts FTHFX vs SMLKX
FullerThaler Behavioral Sm-Cp Eq R6
Price$53.15
Change+$3.45 (+6.94%)
VolumeN/A
Net Assets11.13B
Shelton S&P Smallcap Index K
Price$21.29
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets53.99M
FTHFX vs SMLKX Comparison Chart in %
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FTHFX vs. SMLKX commentary
Feb 04, 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 SMLKX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. SMLKX (54M). FTHFX pays higher dividends than SMLKX: FTHFX (0.63) vs SMLKX (0.38). FTHFX was incepted earlier than SMLKX: FTHFX (14 years) vs SMLKX (22 years). SMLKX (1.36) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 28.00 vs. SMLKX (20.00). SMLKX has a lower initial minimum investment than FTHFX: SMLKX (1000) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : 16.23 vs. SMLKX (1.23). FTHFX return over 5 years is better than : 72.22 vs. SMLKX (-10.32).
| FTHFX | SMLKX | FTHFX / SMLKX | |
| Total Expense Ratio | 0.63 | 1.36 | 46% |
| Annual Report Gross Expense Ratio | 0.63 | 1.36 | 46% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 5.019 | 6.557 | 77% |
| 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 | 54M | 20,556% |
| Annual Yield % from dividends | 0.63 | 0.38 | 168% |
| Returns for 1 year | 16.23 | 1.23 | 1,315% |
| Returns for 3 years | 40.94 | -0.35 | -11,700% |
| Returns for 5 years | 72.22 | -10.32 | -700% |
| Returns for 10 years | 279.59 | 34.01 | 822% |
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