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FTHFX vs SZCRX
FTHFX vs SZCRX Comparison
Open Charts FTHFX vs SZCRX
FullerThaler Behavioral Sm-Cp Eq R6
Price$47.67
Change+$0.81 (+1.73%)
VolumeN/A
Net Assets10.78B
FTHFX vs SZCRX Comparison Chart in %
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FTHFX vs. SZCRX commentary
Jul 28, 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: 10.8B vs. SZCRX (932M). 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 : 7.27 vs. FTHFX (2.03). SZCRX (102.92) and FTHFX (99.73) have equivalent 5 years return.
| 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 | 4.954 | 4.756 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8B | 932M | 1,159% |
| Annual Yield % from dividends | 0.76 | 0.77 | 99% |
| Returns for 1 year | 2.03 | 7.27 | 28% |
| Returns for 3 years | 45.52 | 26.74 | 170% |
| Returns for 5 years | 99.73 | 102.92 | 97% |
| Returns for 10 years | 152.73 | N/A | - |
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