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FOVAX vs VSMAX
FOVAX vs VSMAX Comparison
Open Charts FOVAX vs VSMAX
First Trust/Confluence Small Cap Val A
Price$27.90
Change-$0.53 (-1.86%)
VolumeN/A
Net Assets20.1M
Vanguard Small Cap Index Admiral Shares
Price$114.81
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
FOVAX vs VSMAX Comparison Chart
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VS
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FOVAX vs. VSMAX commentary
Feb 23, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. FOVAX (20.1M). 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 : 11.25 vs. FOVAX (-3.26). VSMAX return over 5 years is better than : 44.48 vs. FOVAX (-13.70).
| 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 | -0.072 | -0.304 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.1M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | -3.26 | 11.25 | -29% |
| Returns for 3 years | -18.68 | 18.86 | -99% |
| Returns for 5 years | -13.70 | 44.48 | -31% |
| Returns for 10 years | 3.72 | 105.78 | 4% |
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