Ad is loading...
FOVCX vs VSCIX
FOVCX vs VSCIX Comparison
Open Charts FOVCX vs VSCIX
First Trust/Confluence Small Cap Val C
Price$25.14
Change-$0.20 (-0.79%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$120.34
Change-$1.37 (-1.13%)
VolumeN/A
CapitalizationN/A
FOVCX vs VSCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FOVCX vs. VSCIX commentary
Dec 19, 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 Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 167B vs. FOVCX (22.4M). 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 : 19.59 vs. FOVCX (6.98). VSCIX return over 5 years is better than : 53.99 vs. FOVCX (-12.77).
| 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 | 7.390 | 18.051 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4M | 167B | 0% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | 6.98 | 19.59 | 36% |
| Returns for 3 years | -21.54 | 15.81 | -136% |
| Returns for 5 years | -12.77 | 53.99 | -24% |
| Returns for 10 years | -5.24 | 125.06 | -4% |
View a ticker or compare two or three
VS
VS
Ad is loading...