Fuller & Thaler Behavioral Small-Mid Core Equity Fund (FTSIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FTSIX
FTSIX charges 2.69% annually. Among mutual funds in the Mid Cap Blend Equities category, these options have the lowest expense ratios among FTSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | Sep 8, 2011 | FTSIX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | Dec 15, 2010 | FTSIX vs VMCPX | |
| Schwab U.S. Mid-Cap Index Fund | 0.04% | Dec 20, 2017 | FTSIX vs SWMCX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | Jan 14, 2011 | FTSIX vs VEMPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.04% | May 21, 1998 | FTSIX vs VMCIX |
Best Risk-Adjusted Alternatives to FTSIX
Among mutual funds in the Mid 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 | |
|---|---|---|---|---|
| Victory Trivalent International Small-Cap Fund Cla... | 89 | — | FTSIX vs MISIX | |
| Paradigm Select Fund | 82 | Jan 3, 2005 | FTSIX vs PFSLX | |
| Gabelli Value 25 Fund | 80 | Sep 29, 1989 | FTSIX vs GABVX | |
| Tarkio Fund | 75 | Jun 28, 2011 | FTSIX vs TARKX | |
| The Texas Fund | 71 | Sep 17, 2013 | FTSIX vs BIGTX |
Top Performing FTSIX Alternatives (YTD)
FTSIX alternatives from the Mid Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Ave Maria Value Fund | 7.40% | May 1, 2001 | FTSIX vs AVEMX | |
| The Texas Fund | 7.11% | Sep 17, 2013 | FTSIX vs BIGTX | |
| Paradigm Select Fund | 6.58% | Jan 3, 2005 | FTSIX vs PFSLX | |
| Gabelli Focused Growth and Income Fund | 5.16% | Dec 31, 2002 | FTSIX vs GWSAX | |
| Quantified Common Ground Fund | 2.93% | Dec 26, 2019 | FTSIX vs QCGDX |
Lowest Volatility Alternatives to FTSIX
FTSIX alternatives from the Mid Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | 13.53% | Dec 26, 2019 | FTSIX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | 15.42% | Feb 21, 1989 | FTSIX vs LLSCX | |
| Victory RS Investors Fund | 15.78% | Nov 15, 2005 | FTSIX vs RSINX | |
| Timothy Plan Large/Mid Cap Value Fund | 15.87% | Jul 14, 1999 | FTSIX vs TLVAX | |
| Gabelli Value 25 Fund | 15.99% | Sep 29, 1989 | FTSIX vs GABVX |
Lowest Drawdown Alternatives to FTSIX
FTSIX alternatives from the Mid Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Quantified Common Ground Fund | -8.85% | Dec 26, 2019 | FTSIX vs QCGDX | |
| Longleaf Partners Small-Cap Fund | -10.47% | Feb 21, 1989 | FTSIX vs LLSCX | |
| Jensen Quality Value Fund | -10.62% | Mar 31, 2010 | FTSIX vs JNVSX | |
| Timothy Plan Large/Mid Cap Value Fund | -11.09% | Jul 14, 1999 | FTSIX vs TLVAX | |
| Kirr Marbach Partners Value Fund | -11.33% | Dec 31, 1998 | FTSIX vs KMVAX |
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 | FTSIX vs FTHNX | |
| Fuller & Thaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 51 | -3.39% | Dec 21, 2017 | FTSIX vs FTXNX | |
| Fuller & Thaler Behavioral Unconstrained Equity Fu... | Large Cap Blend Equities | 81 | 1.20% | Dec 26, 2018 | FTSIX vs FTZIX | |
| Fuller & Thaler Behavioral Mid-Cap Value Fund | Mid Cap Value Equities | 5 | -1.81% | Dec 21, 2017 | FTSIX vs FTVNX | |
| Fuller & Thaler Behavioral Micro-Cap Equity Fund | Small Cap Blend Equities | 24 | -3.53% | Dec 28, 2018 | FTSIX vs FTMSX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | Small Cap Blend Equities | 52 | -1.76% | Sep 8, 2011 | FTSIX vs FTHSX | |
| FullerThaler Behavioral Small-Cap Growth Fund | Small Cap Growth Equities | 49 | -3.31% | Dec 21, 2017 | FTSIX vs FTXSX |
Often Compared With FTSIX
What investors most often compare with FTSIX, 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.