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 51 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% | 213.90B | Dec 2010 | FTHMX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | 213.90B | May 1998 | FTHMX vs VMCIX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 89.90B | Jan 2011 | FTHMX vs VEMPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | 2.70B | Dec 2017 | FTHMX vs SWMCX |
Best Risk-Adjusted Alternatives to FTHMX
FTHMX has a PortfoliosLab risk / return rank of 72. There are 6 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 92 | — | Jan 2005 | FTHMX vs PFSLX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | FTHMX vs GENIX | |
| The Texas Fund | 82 | — | Sep 2013 | FTHMX vs BIGTX | |
| Destinations Small-Mid Cap Equity Fund | 77 | — | Mar 2017 | FTHMX vs DSMFX | |
| Vanguard Strategic Equity Fund | 75 | 11.20B | Aug 1995 | FTHMX vs VSEQX |
Top Performing FTHMX Alternatives (YTD)
FTHMX is at 14.83% YTD. There are 49 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 42.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 42.35% | — | Jan 2005 | FTHMX vs PFSLX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 33.04% | — | Aug 2015 | FTHMX vs FZFLX | |
| Hodges Fund | 28.91% | — | Oct 1992 | FTHMX vs HDPMX | |
| 13D Activist Fund | 27.27% | — | Dec 2011 | FTHMX vs DDDIX | |
| The Texas Fund | 26.40% | — | Sep 2013 | FTHMX vs BIGTX |
Lowest Volatility Alternatives to FTHMX
FTHMX has 12.65% 1-year volatility. There are 16 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.26%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Aquila Opportunity Growth Fund | 9.26% | — | Jul 1994 | FTHMX vs ATGAX | |
| Gabelli Focused Growth and Income Fund | 9.65% | — | Dec 2002 | FTHMX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.53% | — | Jul 1999 | FTHMX vs TLVAX | |
| Quantified Common Ground Fund | 11.73% | — | Dec 2019 | FTHMX vs QCGDX | |
| Boston Trust Midcap Fund | 11.80% | — | — | FTHMX vs BTMFX |
Lowest Drawdown Alternatives to FTHMX
FTHMX has a 1-year max drawdown of -6.33%. There is 1 mutual fund in the Mid Cap Blend Equities category with a shallower 1-year drawdown, going as shallow as -5.55%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Common Ground Fund | -5.55% | — | Dec 2019 | FTHMX vs QCGDX | |
| 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 |
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 | 77 | 35.63% | — | Dec 2017 | FTHMX vs FTXFX |
Often Compared With FTHMX
Investors most often compare FTHMX with FMCSX, FAMEX, FSLZX. These 20 comparison targets span 2 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