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FOVIX vs FSSNX
FOVIX vs FSSNX Comparison
Open Charts FOVIX vs FSSNX
First Trust/Confluence Small Cap Val I
Price$27.45
Change+$0.46 (+1.70%)
VolumeN/A
Net Assets18.07M
Fidelity Small Cap Index
Price$25.27
Change+$0.46 (+1.85%)
VolumeN/A
Net Assets23.69B
FOVIX vs FSSNX Comparison Chart
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FOVIX vs. FSSNX commentary
May 09, 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 Buy and FSSNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 23.7B vs. FOVIX (18.1M). FSSNX pays higher dividends than FOVIX: FSSNX (1.16) vs FOVIX (0.00). FOVIX was incepted earlier than FSSNX: FOVIX (14 years) vs FSSNX (14 years). FOVIX (2.11) is less costly to investors than FSSNX (0.03). FOVIX is a more actively managed with annual turnover of: 17.00 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 : -1.73 vs. FOVIX (-12.46). FSSNX return over 5 years is better than : 56.34 vs. FOVIX (2.74).
| FOVIX | FSSNX | FOVIX / FSSNX | |
| Total Expense Ratio | 1.35 | 0.03 | 5,400% |
| Annual Report Gross Expense Ratio | 2.11 | 0.03 | 8,440% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -8.291 | -10.368 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1M | 23.7B | 0% |
| Annual Yield % from dividends | 0.00 | 1.16 | - |
| Returns for 1 year | -12.46 | -1.73 | 720% |
| Returns for 3 years | -16.18 | 18.54 | -87% |
| Returns for 5 years | 2.74 | 56.34 | 5% |
| Returns for 10 years | -0.81 | 57.12 | -1% |
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