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FOVCX vs VSCIX
FOVCX vs VSCIX Comparison
Open Charts FOVCX vs VSCIX
First Trust/Confluence Small Cap Val C
Price$25.45
Change-$0.32 (-1.24%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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FOVCX vs VSCIX Comparison Chart
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FOVCX vs. VSCIX commentary
Sep 21, 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 VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 149B vs. FOVCX (23.3M). VSCIX pays higher dividends than FOVCX: VSCIX (1.43) vs FOVCX (0.00). FOVCX was incepted earlier than VSCIX: FOVCX (14 years) vs VSCIX (27 years). FOVCX is a more actively managed with annual turnover of: 21.00 vs. VSCIX (12.00). 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 : 20.75 vs. FOVCX (13.57). VSCIX return over 5 years is better than : 51.85 vs. FOVCX (-5.57).
| FOVCX | VSCIX | FOVCX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 8.714 | 9.733 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3M | 149B | 0% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | 13.57 | 20.75 | 65% |
| Returns for 3 years | -18.04 | 5.71 | -316% |
| Returns for 5 years | -5.57 | 51.85 | -11% |
| Returns for 10 years | 0.75 | 114.15 | 1% |
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