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FOVCX vs VSCIX
FOVCX vs VSCIX Comparison
Open Charts FOVCX vs VSCIX
First Trust/Confluence Small Cap Val C
Price$22.77
Change-$0.44 (-1.90%)
VolumeN/A
Net Assets20.1M
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
FOVCX vs VSCIX Comparison Chart
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FOVCX vs. VSCIX commentary
Feb 24, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. FOVCX (20.1M). VSCIX pays higher dividends than FOVCX: VSCIX (1.43) vs FOVCX (0.00). FOVCX was incepted earlier than VSCIX: FOVCX (14 years) vs VSCIX (28 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 : 11.25 vs. FOVCX (-4.89). VSCIX return over 5 years is better than : 44.48 vs. FOVCX (-20.13).
| FOVCX | VSCIX | FOVCX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | -0.175 | -0.304 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.1M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | -4.89 | 11.25 | -43% |
| Returns for 3 years | -23.23 | 18.86 | -123% |
| Returns for 5 years | -20.13 | 44.48 | -45% |
| Returns for 10 years | -9.79 | 105.81 | -9% |
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