Interact to see
Advertisement
Advertisement
FOVAX vs VSCIX
FOVAX vs VSCIX Comparison
Open Charts FOVAX vs VSCIX
First Trust/Confluence Small Cap Val A
Price$26.81
Change-$0.18 (-0.67%)
VolumeN/A
Net Assets15.6M
Vanguard Small Cap Index I
Price$116.54
Change+$0.41 (+0.35%)
VolumeN/A
Net Assets153.28B
FOVAX vs VSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOVAX vs. VSCIX commentary
Jul 15, 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 VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. FOVAX (15.6M). VSCIX pays higher dividends than FOVAX: VSCIX (1.41) vs FOVAX (0.00). FOVAX was incepted earlier than VSCIX: FOVAX (14 years) vs VSCIX (28 years). FOVAX (3.55) is less costly to investors than VSCIX (0.04). FOVAX is a more actively managed with annual turnover of: 17.00 vs. VSCIX (13.00). 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 : 8.78 vs. FOVAX (-11.28). VSCIX return over 5 years is better than : 69.07 vs. FOVAX (-2.98).
| FOVAX | VSCIX | FOVAX / VSCIX | |
| Total Expense Ratio | 1.60 | 0.04 | 4,000% |
| Annual Report Gross Expense Ratio | 3.55 | 0.04 | 8,875% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | -3.331 | 1.022 | -326% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.6M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.41 | - |
| Returns for 1 year | -11.28 | 8.78 | -128% |
| Returns for 3 years | -11.39 | 37.69 | -30% |
| Returns for 5 years | -2.98 | 69.07 | -4% |
| Returns for 10 years | -0.74 | 104.99 | -1% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement