FTHFX
Price
$47.67
Change
+$0.81 (+1.73%)
Updated
Jul 25 closing price
Net Assets
10.78B
SWSSX
Price
$36.50
Change
+$0.15 (+0.41%)
Updated
Jul 25 closing price
Net Assets
6.69B
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FTHFX vs SWSSX

Header iconFTHFX vs SWSSX Comparison
Open Charts FTHFX vs SWSSXBanner chart's image
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.67
Change+$0.81 (+1.73%)
VolumeN/A
Net Assets10.78B
Schwab Small Cap Index
Price$36.50
Change+$0.15 (+0.41%)
VolumeN/A
Net Assets6.69B
FTHFX vs SWSSX Comparison Chart in %
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FTHFX vs. SWSSX commentary
Jul 28, 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 SWSSX is a Buy.

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FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.8B vs. SWSSX (6.69B). SWSSX pays higher dividends than FTHFX: SWSSX (1.69) vs FTHFX (0.76). FTHFX was incepted earlier than SWSSX: FTHFX (14 years) vs SWSSX (28 years). FTHFX (0.63) is less costly to investors than SWSSX (0.04). FTHFX is a more actively managed with annual turnover of: 41.00 vs. SWSSX (15.00). SWSSX has a lower initial minimum investment than FTHFX: SWSSX (0) vs FTHFX (1000000). SWSSX annual gain was more profitable for investors over the last year : 3.18 vs. FTHFX (2.03). FTHFX return over 5 years is better than : 99.73 vs. SWSSX (48.41).
FTHFXSWSSXFTHFX / SWSSX
Total Expense Ratio0.630.041,575%
Annual Report Gross Expense Ratio0.630.041,575%
Fund Existence14 years28 years-
Gain YTD4.9542.212224%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets10.8B6.69B161%
Annual Yield % from dividends0.761.6945%
Returns for 1 year2.033.1864%
Returns for 3 years45.5229.89152%
Returns for 5 years99.7348.41206%
Returns for 10 years152.7344.35344%
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