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FOVCX vs VSCPX
FOVCX vs VSCPX Comparison
Open Charts FOVCX vs VSCPX
First Trust/Confluence Small Cap Val C
Price$21.27
Change+$0.31 (+1.48%)
VolumeN/A
Net Assets15.24M
Vanguard Small Cap Index InstlPlus
Price$323.34
Change-$3.33 (-1.02%)
VolumeN/A
Net Assets147.56B
FOVCX vs VSCPX Comparison Chart in %
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FOVCX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. FOVCX (15.2M). VSCPX pays higher dividends than FOVCX: VSCPX (1.50) vs FOVCX (0.00). FOVCX was incepted earlier than VSCPX: FOVCX (14 years) vs VSCPX (15 years). FOVCX (12.45) is less costly to investors than VSCPX (0.03). FOVCX is a more actively managed with annual turnover of: 17.00 vs. VSCPX (13.00). 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 : 8.93 vs. FOVCX (-12.11). VSCPX return over 5 years is better than : 70.50 vs. FOVCX (-9.14).
| FOVCX | VSCPX | FOVCX / VSCPX | |
| Total Expense Ratio | 2.35 | 0.03 | 7,833% |
| Annual Report Gross Expense Ratio | 12.45 | 0.03 | 41,500% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | -6.751 | -1.621 | 417% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | -12.11 | 8.93 | -136% |
| Returns for 3 years | -19.31 | 31.01 | -62% |
| Returns for 5 years | -9.14 | 70.50 | -13% |
| Returns for 10 years | -16.49 | 98.52 | -17% |
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