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FTHFX vs SWSCX
FTHFX vs SWSCX Comparison
Open Charts FTHFX vs SWSCX
FullerThaler Behavioral Sm-Cp Eq R6
Price$46.91
Change+$0.37 (+0.80%)
VolumeN/A
Net Assets10.66B
Schwab Small-Cap Equity
Price$19.59
Change+$0.19 (+0.98%)
VolumeN/A
Net Assets611.43M
FTHFX vs SWSCX Comparison Chart in %
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FTHFX vs. SWSCX commentary
Jul 07, 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 Buy and SWSCX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.7B vs. SWSCX (611M). FTHFX pays higher dividends than SWSCX: FTHFX (0.76) vs SWSCX (0.24). FTHFX was incepted earlier than SWSCX: FTHFX (14 years) vs SWSCX (22 years). SWSCX (1.08) is less costly to investors than FTHFX (0.63). SWSCX is a more actively managed with annual turnover of: 106.00 vs. FTHFX (41.00). SWSCX has a lower initial minimum investment than FTHFX: SWSCX (0) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : 5.98 vs. SWSCX (-5.47). FTHFX return over 5 years is better than : 102.86 vs. SWSCX (40.97).
| FTHFX | SWSCX | FTHFX / SWSCX | |
| Total Expense Ratio | 0.63 | 1.08 | 58% |
| Annual Report Gross Expense Ratio | 0.63 | 1.08 | 58% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 3.280 | 0.823 | 398% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 611M | 1,751% |
| Annual Yield % from dividends | 0.76 | 0.24 | 314% |
| Returns for 1 year | 5.98 | -5.47 | -109% |
| Returns for 3 years | 49.75 | 11.49 | 433% |
| Returns for 5 years | 102.86 | 40.97 | 251% |
| Returns for 10 years | 151.69 | -10.75 | -1,411% |
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