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FTHFX vs YOVIX
FTHFX vs YOVIX Comparison
Open Charts FTHFX vs YOVIX
FullerThaler Behavioral Sm-Cp Eq R6
Price$43.73
Change-$0.69 (-1.55%)
VolumeN/A
Net Assets9.91B
Yorktown Small-Cap Institutional
Price$16.25
Change-$0.30 (-1.81%)
VolumeN/A
Net Assets28.5M
FTHFX vs YOVIX Comparison Chart
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FTHFX vs. YOVIX 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 YOVIX is a Buy.
FUNDAMENTALS
Fundamentals
FTHFX has more cash in the bank: 9.91B vs. YOVIX (28.5M). FTHFX pays higher dividends than YOVIX: FTHFX (0.79) vs YOVIX (0.00). FTHFX was incepted earlier than YOVIX: FTHFX (14 years) vs YOVIX (9 years). YOVIX (1.82) is less costly to investors than FTHFX (0.63). YOVIX is a more actively managed with annual turnover of: 104.00 vs. FTHFX (41.00). FTHFX (1000000) and YOVIX (1000000) have matching initial minimum investment requirements. YOVIX annual gain was more profitable for investors over the last year : 5.45 vs. FTHFX (-1.78). FTHFX return over 5 years is better than : 93.55 vs. YOVIX (48.71).
| FTHFX | YOVIX | FTHFX / YOVIX | |
| Total Expense Ratio | 0.63 | 1.44 | 44% |
| Annual Report Gross Expense Ratio | 0.63 | 1.82 | 35% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | -3.721 | 2.394 | -155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.91B | 28.5M | 34,772% |
| Annual Yield % from dividends | 0.79 | 0.00 | - |
| Returns for 1 year | -1.78 | 5.45 | -33% |
| Returns for 3 years | 39.46 | 19.06 | 207% |
| Returns for 5 years | 93.55 | 48.71 | 192% |
| Returns for 10 years | 132.30 | N/A | - |
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