FTHFX
Price
$49.02
Change
-$0.94 (-1.88%)
Updated
Nov 13 closing price
Net Assets
11.11B
SWSCX
Price
$21.30
Change
-$0.56 (-2.56%)
Updated
Nov 13 closing price
Net Assets
650.31M
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FTHFX vs SWSCX

Header iconFTHFX vs SWSCX Comparison
Open Charts FTHFX vs SWSCXBanner chart's image
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.02
Change-$0.94 (-1.88%)
VolumeN/A
Net Assets11.11B
Schwab Small-Cap Equity
Price$21.30
Change-$0.56 (-2.56%)
VolumeN/A
Net Assets650.31M
FTHFX vs SWSCX Comparison Chart in %
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FTHFX vs. SWSCX commentary
Nov 14, 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 SWSCX is a Hold.

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FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. SWSCX (650M). FTHFX pays higher dividends than SWSCX: FTHFX (0.70) vs SWSCX (0.22). 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 : -6.29 vs. SWSCX (-9.39). FTHFX return over 5 years is better than : 83.31 vs. SWSCX (27.88).
FTHFXSWSCXFTHFX / SWSCX
Total Expense Ratio0.631.0858%
Annual Report Gross Expense Ratio0.631.0858%
Fund Existence14 years22 years-
Gain YTD7.9269.62482%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets11.1B650M1,708%
Annual Yield % from dividends0.700.22325%
Returns for 1 year-6.29-9.3967%
Returns for 3 years39.7611.74339%
Returns for 5 years83.3127.88299%
Returns for 10 years165.672.696,155%
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