FOVCX
Price
$20.74
Change
-$0.23 (-1.10%)
Updated
Jun 2 closing price
Net Assets
15.32M
VSCPX
Price
$315.21
Change
-$0.40 (-0.13%)
Updated
Jun 2 closing price
Net Assets
139.54B
Interact to see
Advertisement

FOVCX vs VSCPX

Header iconFOVCX vs VSCPX Comparison
Open Charts FOVCX vs VSCPXBanner chart's image
First Trust/Confluence Small Cap Val C
Price$20.74
Change-$0.23 (-1.10%)
VolumeN/A
Net Assets15.32M
Vanguard Small Cap Index InstlPlus
Price$315.21
Change-$0.40 (-0.13%)
VolumeN/A
Net Assets139.54B
FOVCX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
FOVCX vs. VSCPX commentary
Jun 03, 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 StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 140B vs. FOVCX (15.3M). VSCPX pays higher dividends than FOVCX: VSCPX (1.50) 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 (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 : 3.09 vs. FOVCX (-14.62). VSCPX return over 5 years is better than : 55.45 vs. FOVCX (-13.24).
FOVCXVSCPXFOVCX / VSCPX
Total Expense Ratio2.350.037,833%
Annual Report Gross Expense Ratio12.450.0341,500%
Fund Existence14 years14 years-
Gain YTD-8.067-4.951163%
Front LoadN/AN/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets15.3M140B0%
Annual Yield % from dividends0.001.50-
Returns for 1 year-14.623.09-473%
Returns for 3 years-24.1617.65-137%
Returns for 5 years-13.2455.45-24%
Returns for 10 years-16.5993.07-18%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
TALK3.350.16
+5.02%
Talkspace
FFIV286.020.64
+0.22%
F5, Inc.
ALBT3.64-0.04
-1.09%
Avalon GloboCare Corp
EBC14.75-0.25
-1.67%
Eastern Bankshares
THTX2.59-0.06
-2.26%
Theratechnologies