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FTHFX vs STMSX
FTHFX vs STMSX Comparison
Open Charts FTHFX vs STMSX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.47
Change+$0.27 (+0.55%)
VolumeN/A
Net Assets11.08B
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$24.05
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets681.27M
FTHFX vs STMSX Comparison Chart in %
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FTHFX vs. STMSX commentary
Oct 19, 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 (681M). FTHFX pays higher dividends than STMSX: FTHFX (0.69) vs STMSX (0.42). 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 : -1.91 vs. STMSX (-14.91). FTHFX return over 5 years is better than : 94.83 vs. STMSX (17.74).
| 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 | 8.917 | 5.123 | 174% |
| 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 | 681M | 1,630% |
| Annual Yield % from dividends | 0.69 | 0.42 | 166% |
| Returns for 1 year | -1.91 | -14.91 | 13% |
| Returns for 3 years | 50.30 | 11.77 | 427% |
| Returns for 5 years | 94.83 | 17.74 | 535% |
| Returns for 10 years | 169.48 | 35.32 | 480% |
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