Interact to see
Advertisement
Advertisement
FTHFX vs STMSX
FTHFX vs STMSX Comparison
Open Charts FTHFX vs STMSX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.02
Change-$0.94 (-1.88%)
VolumeN/A
Net Assets11.11B
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$23.82
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets684.9M
FTHFX vs STMSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. STMSX commentary
Nov 15, 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 StrongBuy and STMSX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. STMSX (685M). FTHFX pays higher dividends than STMSX: FTHFX (0.70) vs STMSX (0.44). 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 (41.00). 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 : -6.29 vs. STMSX (-18.94). FTHFX return over 5 years is better than : 83.31 vs. STMSX (10.30).
| FTHFX | STMSX | FTHFX / STMSX | |
| Total Expense Ratio | 0.63 | 1.11 | 57% |
| Annual Report Gross Expense Ratio | 0.63 | 1.23 | 51% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 7.926 | 4.206 | 188% |
| 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 | 685M | 1,620% |
| Annual Yield % from dividends | 0.70 | 0.44 | 162% |
| Returns for 1 year | -6.29 | -18.94 | 33% |
| Returns for 3 years | 39.76 | 3.81 | 1,044% |
| Returns for 5 years | 83.31 | 10.30 | 809% |
| Returns for 10 years | 165.67 | 34.95 | 474% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers