FullerThaler Behavioral Small-Cap Equity Fund Class I (FTHSX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FTHSX
FTHSX charges 0.76% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among FTHSX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | FTHSX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | FTHSX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | FTHSX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | FTHSX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | FTHSX vs VSMAX |
Best Risk-Adjusted Alternatives to FTHSX
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 | FTHSX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | FTHSX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | FTHSX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | FTHSX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | FTHSX vs PRSVX |
Top Performing FTHSX Alternatives (YTD)
FTHSX 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 | FTHSX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | FTHSX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | FTHSX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | FTHSX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | FTHSX vs RIVSX |
Lowest Volatility Alternatives to FTHSX
FTHSX 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 | FTHSX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | FTHSX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | FTHSX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | FTHSX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | FTHSX vs CSMDX |
Lowest Drawdown Alternatives to FTHSX
FTHSX 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 | FTHSX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | FTHSX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | FTHSX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | FTHSX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | FTHSX 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 Equity Fund | Small Cap Blend Equities | 52 | -1.81% | Sep 8, 2011 | FTHSX vs FTHNX | |
| Fuller & Thaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 51 | -3.39% | Dec 21, 2017 | FTHSX vs FTXNX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | Large Cap Blend Equities | 81 | 1.20% | Dec 26, 2018 | FTHSX vs FTZIX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | Mid Cap Blend Equities | 39 | 3.61% | Dec 26, 2018 | FTHSX vs FTSIX | |
| Fuller & Thaler Behavioral Mid-Cap Value Fund | Mid Cap Value Equities | 5 | -1.81% | Dec 21, 2017 | FTHSX vs FTVNX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | Small Cap Blend Equities | 24 | -3.53% | Dec 28, 2018 | FTHSX vs FTMSX | |
| FullerThaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 49 | -3.31% | Dec 21, 2017 | FTHSX vs FTXSX |
Often Compared With FTHSX
What investors most often compare with FTHSX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| PGIM Jennison Small Company Fund Class Z | Small Cap Growth Equities | 28 | -2.55% | Mar 1, 1996 | FTHSX vs PSCZX | |
| Vanguard Small-Cap Value ETF | Small Cap Value Equities | 58 | 3.17% | Jan 26, 2004 | FTHSX vs VBR | |
| Vanguard Extended Market ETF | Small Cap Blend Equities | 58 | -1.27% | Dec 27, 2001 | FTHSX vs VXF | |
| iShares Russell 2000 ETF | Small Cap Blend Equities | 69 | 0.93% | May 22, 2000 | FTHSX vs IWM | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | Foreign Small & Mid Cap Equities | 89 | 1.72% | Apr 2, 2009 | FTHSX vs VSS | |
| Perritt MicroCap Opportunities Fund | Small Cap Blend Equities | — | — | Apr 11, 1988 | FTHSX vs PRCGX | |
| TIAA-CREF Small-Cap Blend Index Fund | Small Cap Blend Equities | 47 | -2.48% | Oct 1, 2002 | FTHSX vs TISBX |
Compare FTHSX with Any Fund or Stock
Compare FTHSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.