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DFSTX vs FOVCX
DFSTX vs FOVCX Comparison
Open Charts DFSTX vs FOVCX
First Trust/Confluence Small Cap Val C
Price$20.88
Change-$0.25 (-1.18%)
VolumeN/A
Net Assets13.95M
DFSTX vs FOVCX Comparison Chart in %
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DFSTX vs. FOVCX commentary
Oct 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFSTX is a Hold and FOVCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.2B vs. FOVCX (14M). DFSTX pays higher dividends than FOVCX: DFSTX (1.07) vs FOVCX (0.00). DFSTX was incepted earlier than FOVCX: DFSTX (34 years) vs FOVCX (15 years). FOVCX (12.45) is less costly to investors than DFSTX (0.28). FOVCX is a more actively managed with annual turnover of: 17.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than FOVCX: DFSTX (0) vs FOVCX (2500). DFSTX annual gain was more profitable for investors over the last year : 8.06 vs. FOVCX (-14.66). DFSTX return over 5 years is better than : 65.12 vs. FOVCX (-14.45).
| DFSTX | FOVCX | DFSTX / FOVCX | |
| Total Expense Ratio | 0.27 | 2.35 | 11% |
| Annual Report Gross Expense Ratio | 0.28 | 12.45 | 2% |
| Fund Existence | 34 years | 15 years | - |
| Gain YTD | 5.882 | -7.365 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 14M | 122,857% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | 8.06 | -14.66 | -55% |
| Returns for 3 years | 40.41 | -13.58 | -298% |
| Returns for 5 years | 65.12 | -14.45 | -451% |
| Returns for 10 years | 75.01 | -12.58 | -596% |
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