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FOVCX vs VSCPX
FOVCX vs VSCPX Comparison
Open Charts FOVCX vs VSCPX
First Trust/Confluence Small Cap Val C
Price$25.14
Change-$0.20 (-0.79%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$347.35
Change-$3.96 (-1.13%)
VolumeN/A
CapitalizationN/A
FOVCX vs VSCPX Comparison Chart
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FOVCX vs. VSCPX commentary
Dec 18, 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 Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 167B vs. FOVCX (22.4M). 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 : 19.60 vs. FOVCX (6.98). VSCPX return over 5 years is better than : 54.01 vs. FOVCX (-12.77).
| 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 | 7.390 | 18.058 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.4M | 167B | 0% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 6.98 | 19.60 | 36% |
| Returns for 3 years | -21.54 | 15.81 | -136% |
| Returns for 5 years | -12.77 | 54.01 | -24% |
| Returns for 10 years | -5.24 | 125.14 | -4% |