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FTHFX vs SZCRX
FTHFX vs SZCRX Comparison
Open Charts FTHFX vs SZCRX
FullerThaler Behavioral Sm-Cp Eq R6
Price$46.91
Change+$0.37 (+0.80%)
VolumeN/A
Net Assets10.66B
FTHFX vs SZCRX Comparison Chart in %
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FTHFX vs. SZCRX commentary
Jul 07, 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 SZCRX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 10.7B vs. SZCRX (927M). SZCRX (0.77) and FTHFX (0.76) have matching dividends . FTHFX was incepted earlier than SZCRX: FTHFX (14 years) vs SZCRX (9 years). SZCRX (0.81) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. SZCRX (29.00). SZCRX has a lower initial minimum investment than FTHFX: SZCRX (0) vs FTHFX (1000000). SZCRX annual gain was more profitable for investors over the last year : 16.94 vs. FTHFX (5.98). SZCRX return over 5 years is better than : 118.22 vs. FTHFX (102.86).
| FTHFX | SZCRX | FTHFX / SZCRX | |
| Total Expense Ratio | 0.63 | 0.81 | 78% |
| Annual Report Gross Expense Ratio | 0.63 | 0.81 | 78% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 3.280 | 5.351 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.7B | 927M | 1,154% |
| Annual Yield % from dividends | 0.76 | 0.77 | 99% |
| Returns for 1 year | 5.98 | 16.94 | 35% |
| Returns for 3 years | 49.75 | 34.07 | 146% |
| Returns for 5 years | 102.86 | 118.22 | 87% |
| Returns for 10 years | 151.69 | N/A | - |
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