FTHSX vs. WESCX
Compare and contrast key facts about FullerThaler Behavioral Small-Cap Equity Fund Class I (FTHSX) and TETON Westwood SmallCap Equity Fund (WESCX).
FTHSX is an actively managed fund 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
FTHSX vs. WESCX - Performance Comparison
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FTHSX vs. WESCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTHSX FullerThaler Behavioral Small-Cap Equity Fund Class I | -1.76% | 12.02% | 16.17% | 22.55% | -7.49% | 30.83% | 10.38% | 28.06% | -13.18% | 17.35% |
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, FTHSX achieves a -1.76% return, which is significantly lower than WESCX's 6.21% return. Both investments have delivered pretty close results over the past 10 years, with FTHSX having a 13.11% annualized return and WESCX not far behind at 13.08%.
FTHSX
- 1D
- -0.91%
- 1M
- -7.89%
- YTD
- -1.76%
- 6M
- -0.40%
- 1Y
- 18.34%
- 3Y*
- 14.68%
- 5Y*
- 9.63%
- 10Y*
- 13.11%
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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FTHSX vs. WESCX - Expense Ratio Comparison
FTHSX has a 0.76% expense ratio, which is lower than WESCX's 1.25% expense ratio.
Return for Risk
FTHSX vs. WESCX — Risk / Return Rank
FTHSX
WESCX
FTHSX vs. WESCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FullerThaler Behavioral Small-Cap Equity Fund Class I (FTHSX) 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.
| FTHSX | WESCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.96 | 1.53 | -0.56 |
Sortino ratioReturn per unit of downside risk | 1.49 | 2.12 | -0.63 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.30 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.34 | 2.32 | -0.97 |
Martin ratioReturn relative to average drawdown | 5.27 | 8.83 | -3.56 |
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
| FTHSX | WESCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.96 | 1.53 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.51 | 0.42 | +0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.55 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.32 | +0.29 |
Correlation
The correlation between FTHSX 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
FTHSX vs. WESCX - Dividend Comparison
FTHSX's dividend yield for the trailing twelve months is around 0.55%, less than WESCX's 7.06% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTHSX FullerThaler Behavioral Small-Cap Equity Fund Class I | 0.55% | 0.54% | 8.05% | 1.81% | 1.23% | 3.77% | 0.35% | 0.39% | 0.55% | 0.26% | 0.00% | 15.40% |
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
FTHSX vs. WESCX - Drawdown Comparison
The maximum FTHSX drawdown since its inception was -37.74%, smaller than the maximum WESCX drawdown of -70.60%. Use the drawdown chart below to compare losses from any high point for FTHSX and WESCX.
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Drawdown Indicators
| FTHSX | WESCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.74% | -70.60% | +32.86% |
Max Drawdown (1Y)Largest decline over 1 year | -12.42% | -14.72% | +2.30% |
Max Drawdown (5Y)Largest decline over 5 years | -24.58% | -26.22% | +1.64% |
Max Drawdown (10Y)Largest decline over 10 years | -37.74% | -45.13% | +7.39% |
Current DrawdownCurrent decline from peak | -9.42% | -10.19% | +0.77% |
Average DrawdownAverage peak-to-trough decline | -5.71% | -20.27% | +14.56% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | 3.86% | -0.69% |
Volatility
FTHSX vs. WESCX - Volatility Comparison
The current volatility for FullerThaler Behavioral Small-Cap Equity Fund Class I (FTHSX) is 5.03%, while TETON Westwood SmallCap Equity Fund (WESCX) has a volatility of 7.22%. This indicates that FTHSX 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
| FTHSX | WESCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.03% | 7.22% | -2.19% |
Volatility (6M)Calculated over the trailing 6-month period | 10.62% | 14.05% | -3.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.62% | 24.90% | -5.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.91% | 21.65% | -2.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.09% | 23.65% | -3.56% |