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$21.39
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets15.13M
Vanguard Small Cap Index I
Price$116.70
Change+$1.38 (+1.20%)
VolumeN/A
Net Assets153.28B
FOVCX vs VSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOVCX vs. VSCIX commentary
Jul 18, 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: 153B vs. FOVCX (15.1M). VSCIX pays higher dividends than FOVCX: VSCIX (1.41) 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 : 2.42 vs. FOVCX (-18.30). VSCIX return over 5 years is better than : 62.16 vs. FOVCX (-12.20).
| 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 | -6.620 | -0.335 | 1,977% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.41 | - |
| Returns for 1 year | -18.30 | 2.42 | -755% |
| Returns for 3 years | -18.86 | 34.95 | -54% |
| Returns for 5 years | -12.20 | 62.16 | -20% |
| Returns for 10 years | -15.94 | 103.51 | -15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement