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FTHFX vs SZCIX
FTHFX vs SZCIX Comparison
Open Charts FTHFX vs SZCIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$53.15
Change+$3.45 (+6.94%)
VolumeN/A
Net Assets11.13B
FTHFX vs SZCIX Comparison Chart in %
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FTHFX vs. SZCIX commentary
Feb 05, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. SZCIX (1.11B). FTHFX pays higher dividends than SZCIX: FTHFX (0.63) vs SZCIX (0.40). FTHFX was incepted earlier than SZCIX: FTHFX (14 years) vs SZCIX (10 years). SZCIX (0.88) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 28.00 vs. SZCIX (16.00). FTHFX (1000000) and SZCIX (1000000) have matching initial minimum investment requirements. FTHFX annual gain was more profitable for investors over the last year : 16.23 vs. SZCIX (4.40). FTHFX return over 5 years is better than : 72.22 vs. SZCIX (40.73).
| 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 | 10 years | - |
| Gain YTD | 5.019 | 4.789 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 1.11B | 998% |
| Annual Yield % from dividends | 0.63 | 0.40 | 159% |
| Returns for 1 year | 16.23 | 4.40 | 369% |
| Returns for 3 years | 40.94 | 24.92 | 164% |
| Returns for 5 years | 72.22 | 40.73 | 177% |
| Returns for 10 years | 279.59 | N/A | - |
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