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FTHFX vs SZCAX
FTHFX vs SZCAX Comparison
Open Charts FTHFX vs SZCAX
FullerThaler Behavioral Sm-Cp Eq R6
Price$51.64
Change-$0.19 (-0.37%)
VolumeN/A
Net Assets11.13B
FTHFX vs SZCAX Comparison Chart in %
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FTHFX vs. SZCAX commentary
Dec 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 Hold and SZCAX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. SZCAX (1.1B). FTHFX pays higher dividends than SZCAX: FTHFX (0.69) vs SZCAX (0.41). FTHFX was incepted earlier than SZCAX: FTHFX (14 years) vs SZCAX (25 years). SZCAX (1.17) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 28.00 vs. SZCAX (16.00). SZCAX has a lower initial minimum investment than FTHFX: SZCAX (1000) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : 11.63 vs. SZCAX (3.45). FTHFX return over 5 years is better than : 75.57 vs. SZCAX (50.70).
| 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 | 25 years | - |
| Gain YTD | 13.694 | 4.981 | 275% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 1.1B | 1,010% |
| Annual Yield % from dividends | 0.69 | 0.41 | 170% |
| Returns for 1 year | 11.63 | 3.45 | 337% |
| Returns for 3 years | 50.29 | 27.54 | 183% |
| Returns for 5 years | 75.57 | 50.70 | 149% |
| Returns for 10 years | 225.13 | 117.99 | 191% |
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