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FOVCX vs VSCIX
FOVCX vs VSCIX Comparison
Open Charts FOVCX vs VSCIX
First Trust/Confluence Small Cap Val C
Price$21.27
Change+$0.31 (+1.48%)
VolumeN/A
Net Assets15.24M
Vanguard Small Cap Index I
Price$112.02
Change-$1.16 (-1.02%)
VolumeN/A
Net Assets147.56B
FOVCX vs VSCIX Comparison Chart in %
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FOVCX vs. VSCIX commentary
Jun 26, 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: 148B vs. FOVCX (15.2M). VSCIX pays higher dividends than FOVCX: VSCIX (1.49) 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 : 8.93 vs. FOVCX (-12.11). VSCIX return over 5 years is better than : 70.49 vs. FOVCX (-9.14).
| 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 | -6.751 | -1.617 | 417% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.49 | - |
| Returns for 1 year | -12.11 | 8.93 | -136% |
| Returns for 3 years | -19.31 | 31.00 | -62% |
| Returns for 5 years | -9.14 | 70.49 | -13% |
| Returns for 10 years | -16.49 | 98.49 | -17% |
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