Ad is loading...
FOVIX vs FSSNX
FOVIX vs FSSNX Comparison
Open Charts FOVIX vs FSSNX
First Trust/Confluence Small Cap Val I
Price$28.95
Change+$0.28 (+0.98%)
VolumeN/A
Net Assets19.78M
Fidelity Small Cap Index
Price$27.55
Change+$0.31 (+1.14%)
VolumeN/A
Net Assets27.09B
FOVIX vs FSSNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FOVIX vs. FSSNX commentary
Jan 15, 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 FOVIX is a Hold and FSSNX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.1B vs. FOVIX (19.8M). FSSNX pays higher dividends than FOVIX: FSSNX (1.36) vs FOVIX (0.00). FOVIX was incepted earlier than FSSNX: FOVIX (14 years) vs FSSNX (13 years). FOVIX is a more actively managed with annual turnover of: 21.00 vs. FSSNX (9.00). FSSNX has a lower initial minimum investment than FOVIX: FSSNX (0) vs FOVIX (1000000). FSSNX annual gain was more profitable for investors over the last year : 15.46 vs. FOVIX (1.33). FSSNX return over 5 years is better than : 36.06 vs. FOVIX (-15.84).
| FOVIX | FSSNX | FOVIX / FSSNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | -1.631 | -0.470 | 347% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8M | 27.1B | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | 1.33 | 15.46 | 9% |
| Returns for 3 years | -25.64 | 7.70 | -333% |
| Returns for 5 years | -15.84 | 36.06 | -44% |
| Returns for 10 years | 8.96 | 84.05 | 11% |