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FOVCX vs VSMAX
FOVCX vs VSMAX Comparison
Open Charts FOVCX vs VSMAX
First Trust/Confluence Small Cap Val C
Price$25.08
Change-$0.21 (-0.83%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
FOVCX vs VSMAX Comparison Chart
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VS
VS
FOVCX vs. VSMAX commentary
Nov 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 StrongSell and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. FOVCX (21.9M). 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 : 30.28 vs. FOVCX (13.95). VSMAX return over 5 years is better than : 55.62 vs. FOVCX (-9.62).
| 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 | 7.134 | 15.803 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.9M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 13.95 | 30.28 | 46% |
| Returns for 3 years | -26.32 | 4.74 | -555% |
| Returns for 5 years | -9.62 | 55.62 | -17% |
| Returns for 10 years | -5.22 | 123.30 | -4% |
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