FTZIX vs. FTXNX
Compare and contrast key facts about Fuller & Thaler Behavioral Unconstrained Equity Fund (FTZIX) and Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX).
FTZIX is managed by Fuller & Thaler Asset Mgmt. It was launched on Dec 26, 2018. FTXNX is managed by Fuller & Thaler Asset Mgmt. It was launched on Dec 21, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTZIX or FTXNX.
Correlation
The correlation between FTZIX and FTXNX is 0.95, 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
FTZIX vs. FTXNX - Performance Comparison
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Key characteristics
FTZIX:
13.57%
FTXNX:
24.46%
FTZIX:
-0.87%
FTXNX:
-1.55%
FTZIX:
0.00%
FTXNX:
0.00%
Returns By Period
FTZIX
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FTXNX
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FTZIX vs. FTXNX - Expense Ratio Comparison
FTZIX has a 1.12% expense ratio, which is lower than FTXNX's 1.44% expense ratio.
Risk-Adjusted Performance
FTZIX vs. FTXNX — Risk-Adjusted Performance Rank
FTZIX
FTXNX
FTZIX vs. FTXNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fuller & Thaler Behavioral Unconstrained Equity Fund (FTZIX) and Fuller & Thaler Behavioral Small-Cap Growth Fund (FTXNX). 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.
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Dividends
FTZIX vs. FTXNX - Dividend Comparison
FTZIX's dividend yield for the trailing twelve months is around 0.12%, while FTXNX has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
FTZIX Fuller & Thaler Behavioral Unconstrained Equity Fund | 0.12% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FTXNX Fuller & Thaler Behavioral Small-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FTZIX vs. FTXNX - Drawdown Comparison
The maximum FTZIX drawdown since its inception was -0.87%, smaller than the maximum FTXNX drawdown of -1.55%. Use the drawdown chart below to compare losses from any high point for FTZIX and FTXNX. For additional features, visit the drawdowns tool.
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Volatility
FTZIX vs. FTXNX - Volatility Comparison
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