Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) belongs to the Small 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 FTHNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTHNX
FTHNX charges 1.03% annually. There are 98 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | FTHNX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | FTHNX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | FTHNX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | FTHNX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | FTHNX vs VSMAX |
Best Risk-Adjusted Alternatives to FTHNX
FTHNX has a PortfoliosLab risk / return rank of 61. There are 92 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | FTHNX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | FTHNX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | FTHNX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | FTHNX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | FTHNX vs RYOTX |
Top Performing FTHNX Alternatives (YTD)
FTHNX is at 13.26% YTD. There are 150 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | FTHNX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | FTHNX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | FTHNX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | FTHNX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | FTHNX vs HASCX |
Lowest Volatility Alternatives to FTHNX
FTHNX has 15.41% 1-year volatility. There are 6 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | FTHNX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | FTHNX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | FTHNX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | FTHNX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | FTHNX vs BOSOX |
Lowest Drawdown Alternatives to FTHNX
FTHNX has a 1-year max drawdown of -9.44%. There are 60 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | FTHNX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | FTHNX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | FTHNX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | FTHNX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | FTHNX vs SSCDX |
Other Mutual Funds from Fuller & Thaler Asset Mgmt
The 7 most viewed Fuller & Thaler Asset Mgmt mutual funds shown here include FTXNX, FTZIX, FTSIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fuller & Thaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 84 | 39.76% | — | Dec 2017 | FTHNX vs FTXNX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | Large Cap Blend Equities | 90 | 21.74% | — | Dec 2018 | FTHNX vs FTZIX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | Mid Cap Blend Equities | 64 | 16.70% | — | Dec 2018 | FTHNX vs FTSIX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | Small Cap Blend Equities | 62 | 13.39% | — | Sep 2011 | FTHNX vs FTHSX | |
| FullerThaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 84 | 39.93% | — | Dec 2017 | FTHNX vs FTXSX | |
| Fuller & Thaler Behavioral Mid-Cap Value Fund | Mid Cap Value Equities | 3 | 0.40% | — | Dec 2017 | FTHNX vs FTVNX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | Small Cap Blend Equities | 35 | 24.50% | — | Dec 2018 | FTHNX vs FTMSX |
Often Compared With FTHNX
Investors most often compare FTHNX with HRSMX, FSTEX, MXMDX. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.
Compare FTHNX with Any Fund or Stock
Compare FTHNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTHNX with funds that move differently
Fuller & Thaler Behavioral Small-Cap Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTHNX.
Explore FTHNX Diversifiers