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FOVAX vs VSCIX
FOVAX vs VSCIX Comparison
Open Charts FOVAX vs VSCIX
First Trust/Confluence Small Cap Val A
Price$28.28
Change-$1.03 (-3.51%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$116.87
Change+$0.97 (+0.84%)
VolumeN/A
CapitalizationN/A
FOVAX vs VSCIX Comparison Chart
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FOVAX vs. VSCIX commentary
Dec 25, 2024
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 Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. FOVAX (21.1M). VSCIX pays higher dividends than FOVAX: VSCIX (1.43) vs FOVAX (0.00). FOVAX was incepted earlier than VSCIX: FOVAX (14 years) vs VSCIX (27 years). FOVAX is a more actively managed with annual turnover of: 21.00 vs. VSCIX (12.00). FOVAX has a lower initial minimum investment than VSCIX: FOVAX (2500) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 13.97 vs. FOVAX (3.17). VSCIX return over 5 years is better than : 48.62 vs. FOVAX (-10.39).
| FOVAX | VSCIX | FOVAX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 4.047 | 14.123 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1M | 167B | 0% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | 3.17 | 13.97 | 23% |
| Returns for 3 years | -21.74 | 9.43 | -230% |
| Returns for 5 years | -10.39 | 48.62 | -21% |
| Returns for 10 years | 10.11 | 114.52 | 9% |