Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FTHNX
FTHNX charges 1.03% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among FTHNX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | FTHNX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | FTHNX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | FTHNX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | FTHNX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | FTHNX vs VSMAX |
Best Risk-Adjusted Alternatives to FTHNX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | FTHNX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | FTHNX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | FTHNX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | FTHNX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | FTHNX vs PRSVX |
Top Performing FTHNX Alternatives (YTD)
FTHNX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | FTHNX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | FTHNX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | FTHNX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | FTHNX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | FTHNX vs RIVSX |
Lowest Volatility Alternatives to FTHNX
FTHNX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | FTHNX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | FTHNX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | FTHNX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | FTHNX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | FTHNX vs CSMDX |
Lowest Drawdown Alternatives to FTHNX
FTHNX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | FTHNX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | FTHNX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | FTHNX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | FTHNX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | FTHNX vs BOSOX |
Other Mutual Funds from Fuller & Thaler Asset Mgmt
Most popular Fuller & Thaler Asset Mgmt mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fuller & Thaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 51 | -3.39% | Dec 21, 2017 | FTHNX vs FTXNX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | Large Cap Blend Equities | 81 | 1.20% | Dec 26, 2018 | FTHNX vs FTZIX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | Mid Cap Blend Equities | 39 | 3.61% | Dec 26, 2018 | FTHNX vs FTSIX | |
| Fuller & Thaler Behavioral Mid-Cap Value Fund | Mid Cap Value Equities | 5 | -1.81% | Dec 21, 2017 | FTHNX vs FTVNX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | Small Cap Blend Equities | 24 | -3.53% | Dec 28, 2018 | FTHNX vs FTMSX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | Small Cap Blend Equities | 52 | -1.76% | Sep 8, 2011 | FTHNX vs FTHSX | |
| FullerThaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 49 | -3.31% | Dec 21, 2017 | FTHNX vs FTXSX |
Often Compared With FTHNX
What investors most often compare with FTHNX, 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.