Interact to see
Advertisement
Advertisement
FTHFX vs STMSX
FTHFX vs STMSX Comparison
Open Charts FTHFX vs STMSX
FullerThaler Behavioral Sm-Cp Eq R6
Price$52.62
Change+$0.17 (+0.32%)
VolumeN/A
Net Assets11.13B
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$24.99
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets713.4M
FTHFX vs STMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. STMSX commentary
Jan 15, 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 Hold and STMSX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. STMSX (713M). FTHFX pays higher dividends than STMSX: FTHFX (0.65) vs STMSX (0.50). 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 : 14.21 vs. STMSX (9.93). FTHFX return over 5 years is better than : 70.24 vs. STMSX (-0.65).
| 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 | 3.972 | 4.139 | 96% |
| 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 | 713M | 1,557% |
| Annual Yield % from dividends | 0.65 | 0.50 | 130% |
| Returns for 1 year | 14.21 | 9.93 | 143% |
| Returns for 3 years | 47.11 | 7.15 | 659% |
| Returns for 5 years | 70.24 | -0.65 | -10,832% |
| Returns for 10 years | 275.55 | 59.11 | 466% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| MSTGX | 10.22 | 0.05 | +0.49% |
| Morningstar Global Income | |||
| FREIX | 34.43 | 0.10 | +0.29% |
| Franklin Equity Income R | |||
| IVIFX | 19.99 | -0.02 | -0.10% |
| Nomura International Core Equity C | |||
| CWMCX | 65.84 | -0.09 | -0.14% |
| American Funds Washington Mutual 529C | |||
| CCERX | 28.53 | -0.21 | -0.73% |
| Columbia Large Cap Enhanced Core R | |||