Interact to see
Advertisement
Advertisement
FOVCX vs VSCIX
FOVCX vs VSCIX Comparison
Open Charts FOVCX vs VSCIX
First Trust/Confluence Small Cap Val C
Price$21.09
Change+$0.25 (+1.20%)
VolumeN/A
Net Assets14.73M
Vanguard Small Cap Index I
Price$115.07
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
FOVCX vs VSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOVCX vs. VSCIX 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 VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. FOVCX (14.7M). VSCIX pays higher dividends than FOVCX: VSCIX (1.38) vs FOVCX (0.00). FOVCX was incepted earlier than VSCIX: FOVCX (14 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 : 9.49 vs. FOVCX (-15.56). VSCIX return over 5 years is better than : 54.42 vs. FOVCX (-15.76).
| 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 | 14 years | 28 years | - |
| Gain YTD | -8.637 | 0.100 | -8,626% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.7M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 1.38 | - |
| Returns for 1 year | -15.56 | 9.49 | -164% |
| Returns for 3 years | -25.84 | 24.08 | -107% |
| Returns for 5 years | -15.76 | 54.42 | -29% |
| Returns for 10 years | -16.51 | 109.44 | -15% |