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FTHFX vs SZCRX
FTHFX vs SZCRX Comparison
Open Charts FTHFX vs SZCRX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.73
Change-$0.69 (-1.55%)
VolumeN/A
Net Assets9.91B
FTHFX vs SZCRX Comparison Chart
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FTHFX vs. SZCRX commentary
Jun 15, 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 StrongBuy and SZCRX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.91B vs. SZCRX (868M). SZCRX (0.80) and FTHFX (0.79) 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 : 11.23 vs. FTHFX (-1.78). SZCRX return over 5 years is better than : 109.73 vs. FTHFX (93.55).
| 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 | -3.721 | 0.317 | -1,173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.91B | 868M | 1,142% |
| Annual Yield % from dividends | 0.79 | 0.80 | 98% |
| Returns for 1 year | -1.78 | 11.23 | -16% |
| Returns for 3 years | 39.46 | 26.98 | 146% |
| Returns for 5 years | 93.55 | 109.73 | 85% |
| Returns for 10 years | 132.30 | N/A | - |
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