Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) 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 FTSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FTSIX
FTSIX charges 2.69% annually. There are 127 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.02% | 224.00B | Dec 2010 | FTSIX vs VMCPX | |
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | FTSIX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 224.00B | May 1998 | FTSIX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | FTSIX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 97.70B | Jan 2011 | FTSIX vs VEMPX |
Best Risk-Adjusted Alternatives to FTSIX
FTSIX has a PortfoliosLab risk / return rank of 80. There are 8 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 91 | — | Jan 2005 | FTSIX vs PFSLX | |
| Gotham Enhanced Return Fund | 88 | — | May 2013 | FTSIX vs GENIX | |
| Vanguard Strategic Equity Fund | 87 | 12.20B | Aug 1995 | FTSIX vs VSEQX | |
| Thompson MidCap Fund | 84 | — | Mar 2008 | FTSIX vs THPMX | |
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | 83 | — | Oct 2023 | FTSIX vs FTHMX |
Top Performing FTSIX Alternatives (YTD)
FTSIX is at 18.91% YTD. There are 15 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 37.75%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 37.75% | — | Jan 2005 | FTSIX vs PFSLX | |
| 13D Activist Fund | 30.77% | — | Dec 2011 | FTSIX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 26.34% | — | Aug 2015 | FTSIX vs FZFLX | |
| Tarkio Fund | 22.55% | — | Jun 2011 | FTSIX vs TARKX | |
| Hodges Fund | 21.87% | — | Oct 1992 | FTSIX vs HDPMX |
Lowest Volatility Alternatives to FTSIX
FTSIX has 15.56% 1-year volatility. There are 56 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.67%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.67% | — | Dec 2002 | FTSIX vs GWSAX | |
| Boston Trust Midcap Fund | 11.72% | — | — | FTSIX vs BTMFX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.78% | — | Jul 1999 | FTSIX vs TLVAX | |
| Boston Trust Walden Midcap Fund | 11.86% | — | Aug 2011 | FTSIX vs WAMFX | |
| Victory RS Investors Fund | 12.01% | — | Nov 2005 | FTSIX vs RSINX |
Lowest Drawdown Alternatives to FTSIX
FTSIX has a 1-year max drawdown of -6.80%. There are 3 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | FTSIX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | FTSIX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | FTSIX vs GWSAX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | FTSIX vs DNLDX | |
| Hartford Schroders US MidCap Opportunities Fund | -7.40% | — | Mar 2006 | FTSIX vs SMDIX |
Other Mutual Funds from Fuller & Thaler Asset Mgmt
The 7 most viewed Fuller & Thaler Asset Mgmt mutual funds shown here include FTHNX, FTXNX, FTZIX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fuller & Thaler Behavioral Small-Cap Equity Fund | Small Cap Blend Equities | 76 | 16.82% | — | Sep 2011 | FTSIX vs FTHNX | |
| Fuller & Thaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 59 | 23.63% | — | Dec 2017 | FTSIX vs FTXNX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | Large Cap Blend Equities | 92 | 23.90% | — | Dec 2018 | FTSIX vs FTZIX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | Small Cap Blend Equities | 77 | 17.00% | — | Sep 2011 | FTSIX vs FTHSX | |
| FullerThaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 59 | 23.82% | — | Dec 2017 | FTSIX vs FTXSX | |
| Fuller & Thaler Behavioral Mid-Cap Value Fund | Mid Cap Value Equities | 9 | 8.30% | — | Dec 2017 | FTSIX vs FTVNX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | Small Cap Blend Equities | 41 | 22.75% | — | Dec 2018 | FTSIX vs FTMSX |
Often Compared With FTSIX
Investors most often compare FTSIX with FLKSX, VKSIX, VFVA. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare FTSIX with Any Fund or Stock
Compare FTSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FTSIX with funds that move differently
Fuller & Thaler Behavioral Small-Mid Core Equity Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FTSIX.
Explore FTSIX Diversifiers