Ad is loading...
FOVCX vs VSCPX
FOVCX vs VSCPX Comparison
Open Charts FOVCX vs VSCPX
First Trust/Confluence Small Cap Val C
Price$25.45
Change-$0.32 (-1.24%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$326.54
Change-$2.23 (-0.68%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FOVCX vs VSCPX Comparison Chart
Loading...
FOVCX vs. VSCPX 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 149B vs. FOVCX (23.3M). VSCPX pays higher dividends than FOVCX: VSCPX (1.44) vs FOVCX (0.00). FOVCX was incepted earlier than VSCPX: FOVCX (14 years) vs VSCPX (14 years). FOVCX is a more actively managed with annual turnover of: 21.00 vs. VSCPX (12.00). FOVCX has a lower initial minimum investment than VSCPX: FOVCX (2500) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 20.76 vs. FOVCX (13.57). VSCPX return over 5 years is better than : 51.88 vs. FOVCX (-5.57).
| FOVCX | VSCPX | FOVCX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 8.714 | 9.741 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3M | 149B | 0% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 13.57 | 20.76 | 65% |
| Returns for 3 years | -18.04 | 5.72 | -315% |
| Returns for 5 years | -5.57 | 51.88 | -11% |
| Returns for 10 years | 0.75 | 114.22 | 1% |