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:
-0.74
FTHNX:
-0.74
DVSMX:
-0.88
FTHNX:
-0.89
DVSMX:
0.89
FTHNX:
0.88
DVSMX:
-0.43
FTHNX:
-0.55
DVSMX:
-2.05
FTHNX:
-1.58
DVSMX:
9.54%
FTHNX:
9.48%
DVSMX:
26.44%
FTHNX:
20.35%
DVSMX:
-53.84%
FTHNX:
-37.78%
DVSMX:
-45.30%
FTHNX:
-27.37%
Returns By Period
In the year-to-date period, DVSMX achieves a -25.88% return, which is significantly lower than FTHNX's -14.38% return.
DVSMX
-25.88%
-17.09%
-25.96%
-18.27%
9.36%
N/A
FTHNX
-14.38%
-10.37%
-20.89%
-14.05%
15.97%
N/A
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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 Rank
DVSMX
FTHNX
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
DVSMX's dividend yield for the trailing twelve months is around 1.46%, more than FTHNX's 0.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
DVSMX Driehaus Small Cap Growth Fund | 1.46% | 1.08% | 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 | 0.51% | 0.44% | 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
Driehaus Small Cap Growth Fund (DVSMX) has a higher volatility of 12.78% compared to Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) at 9.33%. This indicates that DVSMX's price experiences larger fluctuations and is considered to be riskier than FTHNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.