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FOVAX vs VSMAX
FOVAX vs VSMAX Comparison
Open Charts FOVAX vs VSMAX
First Trust/Confluence Small Cap Val A
Price$31.35
Change+$0.52 (+1.69%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index
Price$123.45
Change+$1.87 (+1.54%)
VolumeN/A
CapitalizationN/A
FOVAX vs VSMAX Comparison Chart
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FOVAX vs. VSMAX commentary
Nov 23, 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 Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. FOVAX (22.3M). 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 : 32.49 vs. FOVAX (16.65). VSMAX return over 5 years is better than : 61.09 vs. FOVAX (-2.87).
| 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 | 9.443 | 19.265 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 16.65 | 32.49 | 51% |
| Returns for 3 years | -20.17 | 10.66 | -189% |
| Returns for 5 years | -2.87 | 61.09 | -5% |
| Returns for 10 years | 8.40 | 126.80 | 7% |
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