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FOVCX vs VSCIX
FOVCX vs VSCIX Comparison
Open Charts FOVCX vs VSCIX
First Trust/Confluence Small Cap Val C
Price$21.74
Change-$0.09 (-0.41%)
VolumeN/A
Net Assets14.8M
Vanguard Small Cap Index I
Price$122.33
Change-$0.06 (-0.05%)
VolumeN/A
Net Assets161.26B
FOVCX vs VSCIX Comparison Chart in %
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FOVCX vs. VSCIX commentary
Sep 18, 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 VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. FOVCX (14.8M). VSCIX pays higher dividends than FOVCX: VSCIX (1.32) vs FOVCX (0.00). FOVCX was incepted earlier than VSCIX: FOVCX (15 years) vs VSCIX (28 years). FOVCX (12.45) is less costly to investors than VSCIX (0.04). FOVCX is a more actively managed with annual turnover of: 17.00 vs. VSCIX (13.00). FOVCX has a lower initial minimum investment than VSCIX: FOVCX (2500) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 9.76 vs. FOVCX (-13.75). VSCIX return over 5 years is better than : 67.49 vs. FOVCX (-8.12).
| FOVCX | VSCIX | FOVCX / VSCIX | |
| Total Expense Ratio | 2.35 | 0.04 | 5,875% |
| Annual Report Gross Expense Ratio | 12.45 | 0.04 | 31,125% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | -4.296 | 6.468 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.8M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | -13.75 | 9.76 | -141% |
| Returns for 3 years | -15.22 | 38.95 | -39% |
| Returns for 5 years | -8.12 | 67.49 | -12% |
| Returns for 10 years | -8.24 | 133.02 | -6% |
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