Interact to see
Advertisement
Advertisement
FOVCX vs VSCPX
FOVCX vs VSCPX Comparison
Open Charts FOVCX vs VSCPX
First Trust/Confluence Small Cap Val C
Price$21.39
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets15.13M
Vanguard Small Cap Index InstlPlus
Price$336.84
Change+$3.97 (+1.19%)
VolumeN/A
Net Assets153.28B
FOVCX vs VSCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOVCX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 153B vs. FOVCX (15.1M). VSCPX pays higher dividends than FOVCX: VSCPX (1.42) 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 : 2.43 vs. FOVCX (-18.30). VSCPX return over 5 years is better than : 62.19 vs. FOVCX (-12.20).
| 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 | -6.620 | -0.332 | 1,992% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | -18.30 | 2.43 | -753% |
| Returns for 3 years | -18.86 | 34.96 | -54% |
| Returns for 5 years | -12.20 | 62.19 | -20% |
| Returns for 10 years | -15.94 | 103.57 | -15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement