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FTHFX vs SZCIX
FTHFX vs SZCIX Comparison
Open Charts FTHFX vs SZCIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.89
Change+$0.42 (+0.85%)
VolumeN/A
Net Assets11.08B
FTHFX vs SZCIX Comparison Chart in %
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FTHFX vs. SZCIX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. SZCIX (1.04B). FTHFX (0.69) and SZCIX (0.67) have matching dividends . 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 : 5.78 vs. FTHFX (-1.91). FTHFX return over 5 years is better than : 94.83 vs. SZCIX (88.11).
| 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 | 8.917 | 6.524 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 1.04B | 1,069% |
| Annual Yield % from dividends | 0.69 | 0.67 | 103% |
| Returns for 1 year | -1.91 | 5.78 | -33% |
| Returns for 3 years | 50.30 | 29.34 | 171% |
| Returns for 5 years | 94.83 | 88.11 | 108% |
| Returns for 10 years | 169.48 | N/A | - |
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