Interact to see
Advertisement
Advertisement
FTHFX vs SZCAX
FTHFX vs SZCAX Comparison
Open Charts FTHFX vs SZCAX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.73
Change-$0.69 (-1.55%)
VolumeN/A
Net Assets9.91B
FTHFX vs SZCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FTHFX vs. SZCAX commentary
Jun 15, 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 SZCAX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.91B vs. SZCAX (868M). FTHFX pays higher dividends than SZCAX: FTHFX (0.79) vs SZCAX (0.43). 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 : 10.81 vs. FTHFX (-1.78). SZCAX return over 5 years is better than : 105.88 vs. FTHFX (93.55).
| 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 | -3.721 | 0.146 | -2,550% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.91B | 868M | 1,142% |
| Annual Yield % from dividends | 0.79 | 0.43 | 184% |
| Returns for 1 year | -1.78 | 10.81 | -16% |
| Returns for 3 years | 39.46 | 25.56 | 154% |
| Returns for 5 years | 93.55 | 105.88 | 88% |
| Returns for 10 years | 132.30 | 81.61 | 162% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FWMIX | 61.95 | -0.64 | -1.02% |
| American Funds Washington Mutual F3 | |||
| GGCIX | 122.19 | -1.51 | -1.22% |
| Gabelli Growth I | |||
| JABZX | 10.25 | -0.16 | -1.54% |
| JHancock Global Environmental Opps A | |||
| AEGSX | 35.85 | -0.64 | -1.75% |
| Invesco EQV European Equity R6 | |||
| FCVAX | 18.56 | -0.37 | -1.95% |
| Fidelity Advisor Small Cap Value A | |||