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DFSTX vs FOVCX
DFSTX vs FOVCX Comparison
Open Charts DFSTX vs FOVCX
First Trust/Confluence Small Cap Val C
Price$20.16
Change-$0.10 (-0.49%)
VolumeN/A
Net Assets12.88M
DFSTX vs FOVCX Comparison Chart in %
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DFSTX vs. FOVCX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.2B vs. FOVCX (12.9M). DFSTX pays higher dividends than FOVCX: DFSTX (1.08) 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 : -1.58 vs. FOVCX (-18.90). DFSTX return over 5 years is better than : 46.26 vs. FOVCX (-24.35).
| 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 | 2.089 | -11.179 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.2B | 12.9M | 125,581% |
| Annual Yield % from dividends | 1.08 | 0.00 | - |
| Returns for 1 year | -1.58 | -18.90 | 8% |
| Returns for 3 years | 21.78 | -25.18 | -86% |
| Returns for 5 years | 46.26 | -24.35 | -190% |
| Returns for 10 years | 67.22 | -18.01 | -373% |
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