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DFSTX vs FOVIX
DFSTX vs FOVIX Comparison
Open Charts DFSTX vs FOVIX
First Trust/Confluence Small Cap Val I
Price$27.46
Change-$0.38 (-1.36%)
VolumeN/A
Net Assets14.17M
DFSTX vs FOVIX Comparison Chart in %
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DFSTX vs. FOVIX commentary
Oct 07, 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 FOVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.2B vs. FOVIX (14.2M). DFSTX pays higher dividends than FOVIX: DFSTX (1.07) vs FOVIX (0.00). DFSTX was incepted earlier than FOVIX: DFSTX (34 years) vs FOVIX (15 years). FOVIX (2.11) is less costly to investors than DFSTX (0.28). FOVIX is a more actively managed with annual turnover of: 17.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than FOVIX: DFSTX (0) vs FOVIX (1000000). DFSTX annual gain was more profitable for investors over the last year : 8.40 vs. FOVIX (-12.65). DFSTX return over 5 years is better than : 69.18 vs. FOVIX (-3.77).
| DFSTX | FOVIX | DFSTX / FOVIX | |
| Total Expense Ratio | 0.27 | 1.35 | 20% |
| Annual Report Gross Expense Ratio | 0.28 | 2.11 | 13% |
| Fund Existence | 34 years | 15 years | - |
| Gain YTD | 7.119 | -5.403 | -132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.2B | 14.2M | 121,127% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | 8.40 | -12.65 | -66% |
| Returns for 3 years | 42.06 | -5.75 | -731% |
| Returns for 5 years | 69.18 | -3.77 | -1,836% |
| Returns for 10 years | 77.05 | 5.22 | 1,477% |
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