FullerThaler Behavioral Small-Cap Equity Fund Class I (FTHSX) 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 FTHSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTHSX
FTHSX charges 0.76% annually. There are 47 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 | FTHSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 182.70B | Jul 1997 | FTHSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | FTHSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.67B | May 1997 | FTHSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 182.70B | Nov 2000 | FTHSX vs VSMAX |
Best Risk-Adjusted Alternatives to FTHSX
FTHSX has a PortfoliosLab risk / return rank of 59. There are 89 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 93 | — | Apr 1997 | FTHSX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 93 | — | Apr 1997 | FTHSX vs WESCX | |
| MainStay WMC Small Companies Fund | 90 | — | Jan 1987 | FTHSX vs MOPIX | |
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 90 | — | Nov 2017 | FTHSX vs GQSCX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | FTHSX vs RIVSX |
Top Performing FTHSX Alternatives (YTD)
FTHSX is at 14.27% YTD. There are 146 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 39.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 39.82% | — | Dec 1991 | FTHSX vs RYOTX | |
| Paradigm Micro-cap Fund | 38.99% | — | Dec 2007 | FTHSX vs PVIVX | |
| River Oak Discovery Fund | 31.90% | — | Jun 2005 | FTHSX vs RIVSX | |
| Keeley Small Cap Fund Class Institutional | 30.90% | — | Apr 1997 | FTHSX vs WWSIX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | 30.85% | — | Dec 2018 | FTHSX vs FTMSX |
Lowest Volatility Alternatives to FTHSX
FTHSX has 15.14% 1-year volatility. There are 5 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.96% | — | Nov 1996 | FTHSX vs HFCGX | |
| DFA International Small Company Portfolio | 14.31% | 15.72B | Sep 1996 | FTHSX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.58% | — | Feb 2017 | FTHSX vs CSMDX | |
| DWS Small Cap Core Fund | 15.02% | — | Jul 2000 | FTHSX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.11% | — | — | FTHSX vs BOSOX |
Lowest Drawdown Alternatives to FTHSX
FTHSX has a 1-year max drawdown of -9.42%. There are 58 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 | FTHSX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | FTHSX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | FTHSX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.82B | Dec 1981 | FTHSX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | FTHSX vs SSCDX |
Other Mutual Funds from Fuller & Thaler Asset Mgmt
The 6 most viewed Fuller & Thaler Asset Mgmt mutual funds shown here include FTHNX, FTXNX, FTZIX and span 5 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fuller & Thaler Behavioral Small-Cap Equity Fund | Small Cap Blend Equities | 57 | 14.10% | — | Sep 2011 | FTHSX vs FTHNX | |
| Fuller & Thaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 79 | 31.44% | — | Dec 2017 | FTHSX vs FTXNX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | Large Cap Blend Equities | 88 | 21.26% | — | Dec 2018 | FTHSX vs FTZIX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | Mid Cap Blend Equities | 63 | 17.22% | — | Dec 2018 | FTHSX vs FTSIX | |
| FullerThaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 79 | 31.63% | — | Dec 2017 | FTHSX vs FTXSX | |
| Fuller & Thaler Behavioral Mid-Cap Value Fund | Mid Cap Value Equities | 4 | 6.43% | — | Dec 2017 | FTHSX vs FTVNX |
Often Compared With FTHSX
Investors most often compare FTHSX with IWM, PSCZX, VXF. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare FTHSX with Any Fund or Stock
Compare FTHSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTHSX with funds that move differently
FullerThaler Behavioral Small-Cap Equity Fund Class I alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTHSX.
Explore FTHSX Diversifiers