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FOVCX vs FSSNX
FOVCX vs FSSNX Comparison
Open Charts FOVCX vs FSSNX
First Trust/Confluence Small Cap Val C
Price$21.09
Change+$0.25 (+1.20%)
VolumeN/A
Net Assets14.73M
Fidelity Small Cap Index
Price$27.77
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets25.89B
FOVCX vs FSSNX Comparison Chart in %
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FOVCX vs. FSSNX commentary
Aug 10, 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 FOVCX is a Buy and FSSNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 25.9B vs. FOVCX (14.7M). FSSNX pays higher dividends than FOVCX: FSSNX (0.90) vs FOVCX (0.00). FOVCX was incepted earlier than FSSNX: FOVCX (14 years) vs FSSNX (14 years). FOVCX (12.45) is less costly to investors than FSSNX (0.03). FOVCX is a more actively managed with annual turnover of: 17.00 vs. FSSNX (14.00). FSSNX has a lower initial minimum investment than FOVCX: FSSNX (0) vs FOVCX (2500). FSSNX annual gain was more profitable for investors over the last year : 7.87 vs. FOVCX (-15.56). FSSNX return over 5 years is better than : 47.50 vs. FOVCX (-15.76).
| FOVCX | FSSNX | FOVCX / FSSNX | |
| Total Expense Ratio | 2.35 | 0.03 | 9,400% |
| Annual Report Gross Expense Ratio | 12.45 | 0.03 | 49,800% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -8.637 | 0.145 | -5,977% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.7M | 25.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.90 | - |
| Returns for 1 year | -15.56 | 7.87 | -198% |
| Returns for 3 years | -25.84 | 21.49 | -120% |
| Returns for 5 years | -15.76 | 47.50 | -33% |
| Returns for 10 years | -16.51 | 80.28 | -21% |
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