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FTHFX vs SZCIX
FTHFX vs SZCIX Comparison
Open Charts FTHFX vs SZCIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$50.70
Change+$0.51 (+1.02%)
VolumeN/A
Net Assets11.13B
FTHFX vs SZCIX Comparison Chart in %
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FTHFX vs. SZCIX commentary
Dec 04, 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 SZCIX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. SZCIX (1.08B). SZCIX (0.69) and FTHFX (0.69) have matching dividends . 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: 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 : -3.18 vs. FTHFX (-4.44). FTHFX return over 5 years is better than : 81.10 vs. SZCIX (64.54).
| 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 | 11.471 | 4.224 | 272% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 1.08B | 1,027% |
| Annual Yield % from dividends | 0.69 | 0.69 | 100% |
| Returns for 1 year | -4.44 | -3.18 | 139% |
| Returns for 3 years | 39.81 | 21.24 | 187% |
| Returns for 5 years | 81.10 | 64.54 | 126% |
| Returns for 10 years | 171.11 | N/A | - |
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