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FOVAX vs VSMAX
FOVAX vs VSMAX Comparison
Open Charts FOVAX vs VSMAX
First Trust/Confluence Small Cap Val A
Price$28.28
Change-$1.03 (-3.51%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Admiral Shares
Price$116.88
Change+$0.97 (+0.84%)
VolumeN/A
CapitalizationN/A
FOVAX vs VSMAX Comparison Chart
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FOVAX vs. VSMAX 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 167B vs. FOVAX (21.1M). VSMAX pays higher dividends than FOVAX: VSMAX (1.42) vs FOVAX (0.00). FOVAX was incepted earlier than VSMAX: FOVAX (14 years) vs VSMAX (24 years). FOVAX is a more actively managed with annual turnover of: 21.00 vs. VSMAX (12.00). FOVAX has a lower initial minimum investment than VSMAX: FOVAX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 13.97 vs. FOVAX (-0.46). VSMAX return over 5 years is better than : 48.61 vs. FOVAX (-13.62).
| FOVAX | VSMAX | FOVAX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 0.390 | 14.128 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1M | 167B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | -0.46 | 13.97 | -3% |
| Returns for 3 years | -24.49 | 9.42 | -260% |
| Returns for 5 years | -13.62 | 48.61 | -28% |
| Returns for 10 years | 6.24 | 114.48 | 5% |
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