Ad is loading...
FOVAX vs VSCPX
FOVAX vs VSCPX Comparison
Open Charts FOVAX vs VSCPX
First Trust/Confluence Small Cap Val A
Price$28.28
Change-$1.03 (-3.51%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$337.34
Change+$2.80 (+0.84%)
VolumeN/A
CapitalizationN/A
FOVAX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FOVAX vs. VSCPX 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 167B vs. FOVAX (21.1M). VSCPX pays higher dividends than FOVAX: VSCPX (1.44) vs FOVAX (0.00). FOVAX was incepted earlier than VSCPX: FOVAX (14 years) vs VSCPX (14 years). FOVAX is a more actively managed with annual turnover of: 21.00 vs. VSCPX (12.00). FOVAX has a lower initial minimum investment than VSCPX: FOVAX (2500) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 13.98 vs. FOVAX (3.17). VSCPX return over 5 years is better than : 48.65 vs. FOVAX (-10.39).
| FOVAX | VSCPX | FOVAX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 4.047 | 14.135 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1M | 167B | 0% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 3.17 | 13.98 | 23% |
| Returns for 3 years | -21.74 | 9.45 | -230% |
| Returns for 5 years | -10.39 | 48.65 | -21% |
| Returns for 10 years | 10.11 | 114.59 | 9% |