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FTHFX vs TRDFX
FTHFX vs TRDFX Comparison
Open Charts FTHFX vs TRDFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.73
Change-$0.69 (-1.55%)
VolumeN/A
Net Assets9.91B
Steward Values Enhanced SmMidCapA
Price$11.80
Change-$0.20 (-1.67%)
VolumeN/A
Net Assets179.17M
FTHFX vs TRDFX Comparison Chart
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FTHFX vs. TRDFX 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 TRDFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.91B vs. TRDFX (179M). FTHFX (0.79) and TRDFX (0.78) have matching dividends . FTHFX was incepted earlier than TRDFX: FTHFX (14 years) vs TRDFX (73 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 (18.00). 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 : -1.78 vs. TRDFX (-3.74). FTHFX return over 5 years is better than : 93.55 vs. TRDFX (7.01).
| FTHFX | TRDFX | FTHFX / TRDFX | |
| Total Expense Ratio | 0.63 | 0.83 | 76% |
| Annual Report Gross Expense Ratio | 0.63 | 0.83 | 76% |
| Fund Existence | 14 years | 73 years | - |
| Gain YTD | -3.721 | -5.145 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.91B | 179M | 5,536% |
| Annual Yield % from dividends | 0.79 | 0.78 | 100% |
| Returns for 1 year | -1.78 | -3.74 | 47% |
| Returns for 3 years | 39.46 | -8.57 | -460% |
| Returns for 5 years | 93.55 | 7.01 | 1,335% |
| Returns for 10 years | 132.30 | -20.30 | -652% |
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