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FOVAX vs FSSNX
FOVAX vs FSSNX Comparison
Open Charts FOVAX vs FSSNX
First Trust/Confluence Small Cap Val A
Price$25.93
Change+$0.30 (+1.17%)
VolumeN/A
Net Assets14.73M
Fidelity Small Cap Index
Price$27.77
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets25.89B
FOVAX vs FSSNX Comparison Chart in %
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FOVAX vs. FSSNX commentary
Aug 10, 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 FOVAX is a Buy and FSSNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 25.9B vs. FOVAX (14.7M). FSSNX pays higher dividends than FOVAX: FSSNX (0.90) vs FOVAX (0.00). FOVAX was incepted earlier than FSSNX: FOVAX (14 years) vs FSSNX (14 years). FOVAX (3.55) is less costly to investors than FSSNX (0.03). FOVAX is a more actively managed with annual turnover of: 17.00 vs. FSSNX (14.00). FSSNX has a lower initial minimum investment than FOVAX: FSSNX (0) vs FOVAX (2500). FSSNX annual gain was more profitable for investors over the last year : 8.07 vs. FOVAX (-13.10). FSSNX return over 5 years is better than : 47.77 vs. FOVAX (-8.50).
| FOVAX | FSSNX | FOVAX / FSSNX | |
| Total Expense Ratio | 1.60 | 0.03 | 6,400% |
| Annual Report Gross Expense Ratio | 3.55 | 0.03 | 14,200% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -7.128 | 0.325 | -2,192% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.7M | 25.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.90 | - |
| Returns for 1 year | -13.10 | 8.07 | -162% |
| Returns for 3 years | -20.51 | 21.71 | -94% |
| Returns for 5 years | -8.50 | 47.77 | -18% |
| Returns for 10 years | -3.17 | 80.61 | -4% |
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