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FTHFX vs STMSX
FTHFX vs STMSX Comparison
Open Charts FTHFX vs STMSX
FullerThaler Behavioral Sm-Cp Eq R6
Price$51.54
Change-$0.53 (-1.02%)
VolumeN/A
Net Assets11.13B
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$25.34
Change-$0.30 (-1.17%)
VolumeN/A
Net Assets718.46M
FTHFX vs STMSX Comparison Chart in %
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FTHFX vs. STMSX commentary
Dec 14, 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 STMSX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. STMSX (718M). FTHFX pays higher dividends than STMSX: FTHFX (0.69) vs STMSX (0.43). FTHFX was incepted earlier than STMSX: FTHFX (14 years) vs STMSX (25 years). STMSX (1.23) is less costly to investors than FTHFX (0.63). STMSX is a more actively managed with annual turnover of: 57.00 vs. FTHFX (28.00). STMSX has a lower initial minimum investment than FTHFX: STMSX (100000) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : 7.21 vs. STMSX (-13.26). FTHFX return over 5 years is better than : 81.55 vs. STMSX (11.21).
| FTHFX | STMSX | FTHFX / STMSX | |
| Total Expense Ratio | 0.63 | 1.07 | 59% |
| Annual Report Gross Expense Ratio | 0.63 | 1.23 | 51% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 14.641 | 12.073 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 718M | 1,546% |
| Annual Yield % from dividends | 0.69 | 0.43 | 161% |
| Returns for 1 year | 7.21 | -13.26 | -54% |
| Returns for 3 years | 47.92 | 12.56 | 381% |
| Returns for 5 years | 81.55 | 11.21 | 727% |
| Returns for 10 years | 196.61 | 49.57 | 397% |
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