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FTHFX vs SZCRX
FTHFX vs SZCRX Comparison
Open Charts FTHFX vs SZCRX
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.47
Change+$0.27 (+0.55%)
VolumeN/A
Net Assets11.08B
FTHFX vs SZCRX Comparison Chart in %
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FTHFX vs. SZCRX commentary
Oct 19, 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 SZCRX is a Hold.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. SZCRX (1.04B). SZCRX pays higher dividends than FTHFX: SZCRX (0.74) vs FTHFX (0.69). 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 : 5.87 vs. FTHFX (-1.91). FTHFX return over 5 years is better than : 94.83 vs. SZCRX (88.74).
| 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 | 8.917 | 6.599 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 1.04B | 1,069% |
| Annual Yield % from dividends | 0.69 | 0.74 | 94% |
| Returns for 1 year | -1.91 | 5.87 | -33% |
| Returns for 3 years | 50.30 | 29.61 | 170% |
| Returns for 5 years | 94.83 | 88.74 | 107% |
| Returns for 10 years | 169.48 | N/A | - |
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