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FOVCX vs NAESX
FOVCX vs NAESX Comparison
Open Charts FOVCX vs NAESX
First Trust/Confluence Small Cap Val C
Price$23.14
Change+$0.09 (+0.39%)
VolumeN/A
Net Assets20.76M
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
FOVCX vs NAESX Comparison Chart
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FOVCX vs. NAESX commentary
Jan 19, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. FOVCX (20.8M). NAESX pays higher dividends than FOVCX: NAESX (1.31) vs FOVCX (0.00). FOVCX was incepted earlier than NAESX: FOVCX (14 years) vs NAESX (64 years). FOVCX is a more actively managed with annual turnover of: 21.00 vs. NAESX (12.00). FOVCX has a lower initial minimum investment than NAESX: FOVCX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 21.23 vs. FOVCX (2.75). NAESX return over 5 years is better than : 48.81 vs. FOVCX (-21.61).
| FOVCX | NAESX | FOVCX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 64 years | - |
| Gain YTD | 1.447 | 3.370 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.8M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 2.75 | 21.23 | 13% |
| Returns for 3 years | -27.21 | 17.16 | -159% |
| Returns for 5 years | -21.61 | 48.81 | -44% |
| Returns for 10 years | -4.46 | 126.44 | -4% |
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