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FOVCX vs VSMAX
FOVCX vs VSMAX Comparison
Open Charts FOVCX vs VSMAX
First Trust/Confluence Small Cap Val C
Price$23.47
Change+$0.12 (+0.51%)
VolumeN/A
Net Assets20.81M
Vanguard Small Cap Index Admiral Shares
Price$120.76
Change+$1.41 (+1.18%)
VolumeN/A
Net Assets155.27B
FOVCX vs VSMAX Comparison Chart
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VS
VS
FOVCX vs. VSMAX commentary
Jan 31, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 155B vs. FOVCX (20.8M). VSMAX pays higher dividends than FOVCX: VSMAX (1.42) vs FOVCX (0.00). FOVCX was incepted earlier than VSMAX: FOVCX (14 years) vs VSMAX (24 years). FOVCX is a more actively managed with annual turnover of: 21.00 vs. VSMAX (12.00). FOVCX has a lower initial minimum investment than VSMAX: FOVCX (2500) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 20.35 vs. FOVCX (3.00). VSMAX return over 5 years is better than : 55.98 vs. FOVCX (-17.72).
| FOVCX | VSMAX | FOVCX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 2.367 | 3.638 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.8M | 155B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 3.00 | 20.35 | 15% |
| Returns for 3 years | -24.19 | 20.91 | -116% |
| Returns for 5 years | -17.72 | 55.98 | -32% |
| Returns for 10 years | -3.03 | 124.89 | -2% |
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