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FTHFX vs STMSX
FTHFX vs STMSX Comparison
Open Charts FTHFX vs STMSX
FullerThaler Behavioral Sm-Cp Eq R6
Price$53.15
Change+$3.45 (+6.94%)
VolumeN/A
Net Assets11.13B
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$25.15
Change+$0.71 (+2.91%)
VolumeN/A
Net Assets721.87M
FTHFX vs STMSX Comparison Chart in %
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FTHFX vs. STMSX 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 STMSX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. STMSX (722M). FTHFX pays higher dividends than STMSX: FTHFX (0.63) vs STMSX (0.48). 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: 36.00 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 : 16.23 vs. STMSX (8.05). FTHFX return over 5 years is better than : 72.22 vs. STMSX (-1.65).
| 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 | 5.019 | 5.142 | 98% |
| 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 | 722M | 1,537% |
| Annual Yield % from dividends | 0.63 | 0.48 | 131% |
| Returns for 1 year | 16.23 | 8.05 | 202% |
| Returns for 3 years | 40.94 | 3.57 | 1,147% |
| Returns for 5 years | 72.22 | -1.65 | -4,370% |
| Returns for 10 years | 279.59 | 63.59 | 440% |
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