FTHNX vs. WESCX
Compare and contrast key facts about Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) and TETON Westwood SmallCap Equity Fund (WESCX).
FTHNX is managed by Fuller & Thaler Asset Mgmt. It was launched on Sep 8, 2011. WESCX is managed by Teton Westwood. It was launched on Apr 15, 1997.
Performance
FTHNX vs. WESCX - Performance Comparison
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FTHNX vs. WESCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTHNX Fuller & Thaler Behavioral Small-Cap Equity Fund | 0.58% | 11.69% | 15.81% | 22.18% | -7.73% | 30.44% | 10.05% | 27.74% | -13.45% | 17.25% |
WESCX TETON Westwood SmallCap Equity Fund | 6.21% | 17.26% | 15.48% | 12.61% | -12.48% | 29.72% | 10.93% | 28.43% | -13.71% | 15.82% |
Returns By Period
In the year-to-date period, FTHNX achieves a 0.58% return, which is significantly lower than WESCX's 6.21% return. Both investments have delivered pretty close results over the past 10 years, with FTHNX having a 13.10% annualized return and WESCX not far behind at 13.08%.
FTHNX
- 1D
- 2.44%
- 1M
- -5.62%
- YTD
- 0.58%
- 6M
- 1.72%
- 1Y
- 19.98%
- 3Y*
- 15.26%
- 5Y*
- 9.50%
- 10Y*
- 13.10%
WESCX
- 1D
- -1.64%
- 1M
- -8.28%
- YTD
- 6.21%
- 6M
- 15.03%
- 1Y
- 37.79%
- 3Y*
- 17.04%
- 5Y*
- 9.06%
- 10Y*
- 13.08%
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FTHNX vs. WESCX - Expense Ratio Comparison
FTHNX has a 1.03% expense ratio, which is lower than WESCX's 1.25% expense ratio.
Return for Risk
FTHNX vs. WESCX — Risk / Return Rank
FTHNX
WESCX
FTHNX vs. WESCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) and TETON Westwood SmallCap Equity Fund (WESCX). 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.
| FTHNX | WESCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 1.53 | -0.46 |
Sortino ratioReturn per unit of downside risk | 1.63 | 2.12 | -0.49 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.30 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.72 | 2.32 | -0.60 |
Martin ratioReturn relative to average drawdown | 6.65 | 8.83 | -2.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FTHNX | WESCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 1.53 | -0.46 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.42 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.55 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.32 | +0.29 |
Correlation
The correlation between FTHNX and WESCX is 0.93, 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.
Dividends
FTHNX vs. WESCX - Dividend Comparison
FTHNX's dividend yield for the trailing twelve months is around 0.28%, less than WESCX's 7.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTHNX Fuller & Thaler Behavioral Small-Cap Equity Fund | 0.28% | 0.28% | 7.84% | 1.60% | 0.95% | 3.55% | 0.11% | 0.11% | 0.21% | 0.09% | 0.00% | 15.47% |
WESCX TETON Westwood SmallCap Equity Fund | 7.06% | 7.50% | 27.81% | 2.81% | 1.60% | 5.60% | 0.01% | 4.66% | 14.77% | 9.13% | 9.32% | 18.92% |
Drawdowns
FTHNX vs. WESCX - Drawdown Comparison
The maximum FTHNX drawdown since its inception was -37.78%, smaller than the maximum WESCX drawdown of -70.60%. Use the drawdown chart below to compare losses from any high point for FTHNX and WESCX.
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Drawdown Indicators
| FTHNX | WESCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.78% | -70.60% | +32.82% |
Max Drawdown (1Y)Largest decline over 1 year | -12.40% | -14.72% | +2.32% |
Max Drawdown (5Y)Largest decline over 5 years | -24.63% | -26.22% | +1.59% |
Max Drawdown (10Y)Largest decline over 10 years | -37.78% | -45.13% | +7.35% |
Current DrawdownCurrent decline from peak | -7.24% | -10.19% | +2.95% |
Average DrawdownAverage peak-to-trough decline | -5.77% | -20.27% | +14.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.21% | 3.86% | -0.65% |
Volatility
FTHNX vs. WESCX - Volatility Comparison
The current volatility for Fuller & Thaler Behavioral Small-Cap Equity Fund (FTHNX) is 5.74%, while TETON Westwood SmallCap Equity Fund (WESCX) has a volatility of 7.22%. This indicates that FTHNX experiences smaller price fluctuations and is considered to be less risky than WESCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FTHNX | WESCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.74% | 7.22% | -1.48% |
Volatility (6M)Calculated over the trailing 6-month period | 10.90% | 14.05% | -3.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.72% | 24.90% | -5.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.93% | 21.65% | -2.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.10% | 23.65% | -3.55% |