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FTHFX vs TRDFX
FTHFX vs TRDFX Comparison
Open Charts FTHFX vs TRDFX
FullerThaler Behavioral Sm-Cp Eq R6
Price$48.37
Change-$0.38 (-0.78%)
VolumeN/A
Net Assets10.99B
Steward Values Enhanced SmMidCapA
Price$12.54
Change-$0.07 (-0.56%)
VolumeN/A
Net Assets187.01M
FTHFX vs TRDFX Comparison Chart in %
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FTHFX vs. TRDFX commentary
Aug 18, 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 TRDFX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 11B vs. TRDFX (187M). TRDFX (0.75) and FTHFX (0.74) 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). 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 : 4.59 vs. TRDFX (-1.07). FTHFX return over 5 years is better than : 89.14 vs. TRDFX (1.08).
| 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 | 74 years | - |
| Gain YTD | 6.495 | 0.804 | 808% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 187M | 5,882% |
| Annual Yield % from dividends | 0.74 | 0.75 | 99% |
| Returns for 1 year | 4.59 | -1.07 | -428% |
| Returns for 3 years | 37.22 | -15.53 | -240% |
| Returns for 5 years | 89.14 | 1.08 | 8,233% |
| Returns for 10 years | 154.43 | -12.76 | -1,210% |
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