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FOVCX vs VSMAX
FOVCX vs VSMAX Comparison
Open Charts FOVCX vs VSMAX
First Trust/Confluence Small Cap Val C
Price$25.45
Change-$0.32 (-1.24%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
FOVCX vs VSMAX Comparison Chart
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FOVCX vs. VSMAX commentary
Sep 21, 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: 149B vs. FOVCX (23.3M). 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 : 25.54 vs. FOVCX (13.57). VSMAX return over 5 years is better than : 53.45 vs. FOVCX (-5.57).
| 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 | 8.714 | 10.898 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3M | 149B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 13.57 | 25.54 | 53% |
| Returns for 3 years | -18.04 | 8.91 | -203% |
| Returns for 5 years | -5.57 | 53.45 | -10% |
| Returns for 10 years | 0.75 | 121.55 | 1% |
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