FTHFX
Price
$49.47
Change
+$0.27 (+0.55%)
Updated
Oct 17 closing price
Net Assets
11.08B
TRDFX
Price
$12.82
Change
+$0.01 (+0.08%)
Updated
Oct 17 closing price
Net Assets
170.34M
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FTHFX vs TRDFX

Header iconFTHFX vs TRDFX Comparison
Open Charts FTHFX vs TRDFXBanner chart's image
FullerThaler Behavioral Sm-Cp Eq R6
Price$49.47
Change+$0.27 (+0.55%)
VolumeN/A
Net Assets11.08B
Steward Values Enhanced SmMidCapA
Price$12.82
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets170.34M
FTHFX vs TRDFX Comparison Chart in %
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FTHFX vs. TRDFX 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 TRDFX is a Hold.

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FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11.1B vs. TRDFX (170M). TRDFX (0.71) and FTHFX (0.69) have matching dividends . FTHFX was incepted earlier than TRDFX: FTHFX (14 years) vs TRDFX (74 years). TRDFX (0.83) is less costly to investors than FTHFX (0.63). FTHFX is a more actively managed with annual turnover of: 41.00 vs. TRDFX (36.00). TRDFX has a lower initial minimum investment than FTHFX: TRDFX (1000) vs FTHFX (1000000). FTHFX annual gain was more profitable for investors over the last year : -1.91 vs. TRDFX (-4.40). FTHFX return over 5 years is better than : 94.83 vs. TRDFX (0.84).
FTHFXTRDFXFTHFX / TRDFX
Total Expense Ratio0.630.8376%
Annual Report Gross Expense Ratio0.630.8376%
Fund Existence14 years74 years-
Gain YTD8.9173.055292%
Front LoadN/A6%-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets11.1B170M6,529%
Annual Yield % from dividends0.690.7197%
Returns for 1 year-1.91-4.4043%
Returns for 3 years50.30-2.59-1,941%
Returns for 5 years94.830.8411,226%
Returns for 10 years169.48-7.62-2,224%
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