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FOVAX vs VSCPX
FOVAX vs VSCPX Comparison
Open Charts FOVAX vs VSCPX
First Trust/Confluence Small Cap Val A
Price$26.87
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets14.8M
Vanguard Small Cap Index InstlPlus
Price$353.27
Change-$0.44 (-0.12%)
VolumeN/A
Net Assets161.26B
FOVAX vs VSCPX Comparison Chart in %
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FOVAX vs. VSCPX commentary
Sep 17, 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 Hold and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. FOVAX (14.8M). VSCPX pays higher dividends than FOVAX: VSCPX (1.33) vs FOVAX (0.00). FOVAX was incepted earlier than VSCPX: FOVAX (15 years) vs VSCPX (15 years). FOVAX (3.55) is less costly to investors than VSCPX (0.03). FOVAX is a more actively managed with annual turnover of: 17.00 vs. VSCPX (13.00). 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 : 10.51 vs. FOVAX (-11.65). VSCPX return over 5 years is better than : 66.45 vs. FOVAX (-1.94).
| FOVAX | VSCPX | FOVAX / VSCPX | |
| Total Expense Ratio | 1.60 | 0.03 | 5,333% |
| Annual Report Gross Expense Ratio | 3.55 | 0.03 | 11,833% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | -3.832 | 6.603 | -58% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.33 | - |
| Returns for 1 year | -11.65 | 10.51 | -111% |
| Returns for 3 years | -10.26 | 39.14 | -26% |
| Returns for 5 years | -1.94 | 66.45 | -3% |
| Returns for 10 years | 5.09 | 133.34 | 4% |
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