FTHNX vs. DVSMX

In the year-to-date period, FTHNX achieves a 26.39% return, which is significantly lower than DVSMX's 38.41% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

FTHNX has a 1.03% expense ratio, which is higher than DVSMX's 0.99% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) and Driehaus Small Cap Growth Fund (DVSMX). 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.

The current FTHNX Sharpe Ratio is 2.22, which is comparable to the DVSMX Sharpe Ratio of 2.43. The chart below compares the historical Sharpe Ratios of FTHNX and DVSMX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FTHNX's dividend yield for the trailing twelve months is around 0.60%, more than DVSMX's 0.27% yield.

The maximum FTHNX drawdown since its inception was -37.78%, smaller than the maximum DVSMX drawdown of -53.84%. Use the drawdown chart below to compare losses from any high point for FTHNX and DVSMX. For additional features, visit the drawdowns tool.

The current volatility for Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) is 6.44%, while Driehaus Small Cap Growth Fund (DVSMX) has a volatility of 7.82%. This indicates that FTHNX experiences smaller price fluctuations and is considered to be less risky than DVSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.