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FOVCX vs VSCPX
FOVCX vs VSCPX Comparison
Open Charts FOVCX vs VSCPX
First Trust/Confluence Small Cap Val C
Price$19.95
Change+$0.15 (+0.76%)
VolumeN/A
Net Assets17.32M
Vanguard Small Cap Index InstlPlus
Price$286.51
Change+$2.44 (+0.86%)
VolumeN/A
Net Assets143.36B
FOVCX vs VSCPX Comparison Chart
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FOVCX vs. VSCPX commentary
Apr 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: 143B vs. FOVCX (17.3M). VSCPX pays higher dividends than FOVCX: VSCPX (1.54) vs FOVCX (0.00). FOVCX was incepted earlier than VSCPX: FOVCX (14 years) vs VSCPX (14 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 (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 : -2.39 vs. FOVCX (-14.12). VSCPX return over 5 years is better than : 66.94 vs. FOVCX (-5.70).
| 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 | 14 years | - |
| Gain YTD | -12.275 | -14.450 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.54 | - |
| Returns for 1 year | -14.12 | -2.39 | 590% |
| Returns for 3 years | -31.10 | 0.58 | -5,392% |
| Returns for 5 years | -5.70 | 66.94 | -9% |
| Returns for 10 years | -20.66 | 73.76 | -28% |
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