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FTHFX vs SZCAX
FTHFX vs SZCAX Comparison
Open Charts FTHFX vs SZCAX
FullerThaler Behavioral Sm-Cp Eq R6
Price$46.91
Change+$0.37 (+0.80%)
VolumeN/A
Net Assets10.66B
FTHFX vs SZCAX Comparison Chart in %
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FTHFX vs. SZCAX 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 SZCAX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.7B vs. SZCAX (927M). FTHFX pays higher dividends than SZCAX: FTHFX (0.76) vs SZCAX (0.41). FTHFX was incepted earlier than SZCAX: FTHFX (14 years) vs SZCAX (24 years). SZCAX (1.17) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. SZCAX (29.00). SZCAX has a lower initial minimum investment than FTHFX: SZCAX (1000) vs FTHFX (1000000). SZCAX annual gain was more profitable for investors over the last year : 16.48 vs. FTHFX (5.98). SZCAX return over 5 years is better than : 114.16 vs. FTHFX (102.86).
| FTHFX | SZCAX | FTHFX / SZCAX | |
| Total Expense Ratio | 0.63 | 1.17 | 54% |
| Annual Report Gross Expense Ratio | 0.63 | 1.17 | 54% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 3.280 | 5.148 | 64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 927M | 1,154% |
| Annual Yield % from dividends | 0.76 | 0.41 | 185% |
| Returns for 1 year | 5.98 | 16.48 | 36% |
| Returns for 3 years | 49.75 | 32.55 | 153% |
| Returns for 5 years | 102.86 | 114.16 | 90% |
| Returns for 10 years | 151.69 | 92.04 | 165% |
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