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FOVCX vs NAESX
FOVCX vs NAESX Comparison
Open Charts FOVCX vs NAESX
First Trust/Confluence Small Cap Val C
Price$25.08
Change-$0.21 (-0.83%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
FOVCX vs NAESX Comparison Chart
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FOVCX vs. NAESX commentary
Nov 18, 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 FOVCX is a StrongSell and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. FOVCX (21.9M). 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 : 30.24 vs. FOVCX (13.95). NAESX return over 5 years is better than : 55.43 vs. FOVCX (-9.62).
| 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 | 7.134 | 15.758 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.9M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 13.95 | 30.24 | 46% |
| Returns for 3 years | -26.32 | 4.66 | -565% |
| Returns for 5 years | -9.62 | 55.43 | -17% |
| Returns for 10 years | -5.22 | 122.58 | -4% |
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