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FTHFX vs SZCIX
FTHFX vs SZCIX Comparison
Open Charts FTHFX vs SZCIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.16
Change+$0.61 (+1.23%)
VolumeN/A
Net Assets11.27B
FTHFX vs SZCIX Comparison Chart in %
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FTHFX vs. SZCIX commentary
Sep 08, 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 SZCIX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.3B vs. SZCIX (1.03B). FTHFX pays higher dividends than SZCIX: FTHFX (0.70) vs SZCIX (0.66). FTHFX was incepted earlier than SZCIX: FTHFX (14 years) vs SZCIX (9 years). SZCIX (0.88) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. SZCIX (29.00). FTHFX (1000000) and SZCIX (1000000) have matching initial minimum investment requirements. SZCIX annual gain was more profitable for investors over the last year : 14.81 vs. FTHFX (8.53). SZCIX (106.64) and FTHFX (103.71) have equivalent 5 years return.
| FTHFX | SZCIX | FTHFX / SZCIX | |
| Total Expense Ratio | 0.63 | 0.88 | 72% |
| Annual Report Gross Expense Ratio | 0.63 | 0.88 | 72% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 10.502 | 9.439 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 1.03B | 1,095% |
| Annual Yield % from dividends | 0.70 | 0.66 | 106% |
| Returns for 1 year | 8.53 | 14.81 | 58% |
| Returns for 3 years | 56.33 | 33.70 | 167% |
| Returns for 5 years | 103.71 | 106.64 | 97% |
| Returns for 10 years | 178.64 | N/A | - |
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