DVSMX vs. FTHNX
Compare and contrast key facts about Driehaus Small Cap Growth Fund (DVSMX) and Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX).
DVSMX is managed by Driehaus. It was launched on Aug 21, 2017. FTHNX is managed by Fuller & Thaler Asset Mgmt. It was launched on Sep 8, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DVSMX or FTHNX.
Correlation
The correlation between DVSMX and FTHNX is 0.79, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
DVSMX vs. FTHNX - Performance Comparison
Key characteristics
DVSMX:
1.31
FTHNX:
0.51
DVSMX:
1.85
FTHNX:
0.79
DVSMX:
1.23
FTHNX:
1.11
DVSMX:
0.67
FTHNX:
0.63
DVSMX:
7.20
FTHNX:
2.42
DVSMX:
4.14%
FTHNX:
3.88%
DVSMX:
22.72%
FTHNX:
18.38%
DVSMX:
-53.84%
FTHNX:
-37.78%
DVSMX:
-25.80%
FTHNX:
-14.50%
Returns By Period
In the year-to-date period, DVSMX achieves a 28.12% return, which is significantly higher than FTHNX's 9.37% return.
DVSMX
28.12%
-7.44%
9.40%
28.26%
8.63%
N/A
FTHNX
9.37%
-13.46%
2.38%
8.84%
11.02%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DVSMX vs. FTHNX - Expense Ratio Comparison
DVSMX has a 0.99% expense ratio, which is lower than FTHNX's 1.03% expense ratio.
Risk-Adjusted Performance
DVSMX vs. FTHNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Driehaus Small Cap Growth Fund (DVSMX) and Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
DVSMX vs. FTHNX - Dividend Comparison
Neither DVSMX nor FTHNX has paid dividends to shareholders.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
DVSMX Driehaus Small Cap Growth Fund | 0.00% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FTHNX Fuller & Thaler Behavioral Small-Cap Equity Fund | 0.00% | 0.76% | 0.45% | 0.15% | 0.11% | 0.11% | 0.21% | 0.09% | 0.36% | 1.65% |
Drawdowns
DVSMX vs. FTHNX - Drawdown Comparison
The maximum DVSMX drawdown since its inception was -53.84%, which is greater than FTHNX's maximum drawdown of -37.78%. Use the drawdown chart below to compare losses from any high point for DVSMX and FTHNX. For additional features, visit the drawdowns tool.
Volatility
DVSMX vs. FTHNX - Volatility Comparison
The current volatility for Driehaus Small Cap Growth Fund (DVSMX) is 7.44%, while Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) has a volatility of 8.68%. This indicates that DVSMX experiences smaller price fluctuations and is considered to be less risky than FTHNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.