FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares (FTHMX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FTHMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTHMX
FTHMX charges 0.83% annually. There are 52 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | FTHMX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | FTHMX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | FTHMX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | FTHMX vs VEMPX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | FTHMX vs FSMAX |
Best Risk-Adjusted Alternatives to FTHMX
FTHMX has a PortfoliosLab risk / return rank of 78. There are 12 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 90.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 90 | — | Jan 2005 | FTHMX vs PFSLX | |
| Vanguard Strategic Equity Fund | 88 | 11.50B | Aug 1995 | FTHMX vs VSEQX | |
| Gotham Enhanced Return Fund | 82 | — | May 2013 | FTHMX vs GENIX | |
| 13D Activist Fund | 82 | — | Dec 2011 | FTHMX vs DDDIX | |
| Hartford Schroders US MidCap Opportunities Fund | 81 | — | Mar 2006 | FTHMX vs SMDIX |
Top Performing FTHMX Alternatives (YTD)
FTHMX is at 15.22% YTD. There are 59 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 38.60%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 38.60% | — | Jan 2005 | FTHMX vs PFSLX | |
| 13D Activist Fund | 32.84% | — | Dec 2011 | FTHMX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 29.46% | — | Aug 2015 | FTHMX vs FZFLX | |
| Hodges Fund | 26.46% | — | Oct 1992 | FTHMX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 23.77% | — | Aug 2013 | FTHMX vs FZAMX |
Lowest Volatility Alternatives to FTHMX
FTHMX has 13.00% 1-year volatility. There are 15 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.69%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.69% | — | Dec 2002 | FTHMX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.73% | — | Jul 1999 | FTHMX vs TLVAX | |
| Boston Trust Midcap Fund | 11.77% | — | — | FTHMX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.90% | — | Aug 2011 | FTHMX vs WAMFX | |
| Victory RS Investors Fund | 12.00% | — | Nov 2005 | FTHMX vs RSINX |
Lowest Drawdown Alternatives to FTHMX
FTHMX has a 1-year max drawdown of -6.33%. No mutual funds in the Mid Cap Blend Equities category have shallower 1-year drawdowns; the lowest-drawdown alternatives shown here go as shallow as -6.44%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | FTHMX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | FTHMX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | FTHMX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | FTHMX vs DNLDX | |
| Hartford Schroders US MidCap Opportunities Fund | -7.40% | — | Mar 2006 | FTHMX vs SMDIX |
Other Mutual Funds from FullerThaler
The 1 most viewed FullerThaler mutual funds shown here include FTXFX and span 1 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| FullerThaler Behavioral Small-Cap Growth Fund Clas... | Small Cap Growth Equities | 76 | 30.97% | — | Dec 2017 | FTHMX vs FTXFX |
Often Compared With FTHMX
Investors most often compare FTHMX with ERASX, FMCEX, FMCSX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare FTHMX with Any Fund or Stock
Compare FTHMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTHMX with funds that move differently
FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTHMX.
Explore FTHMX Diversifiers