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FOVIX vs VSCIX
FOVIX vs VSCIX Comparison
Open Charts FOVIX vs VSCIX
First Trust/Confluence Small Cap Val I
Price$26.87
Change-$0.28 (-1.03%)
VolumeN/A
Net Assets15.17M
Vanguard Small Cap Index I
Price$110.65
Change+$1.44 (+1.32%)
VolumeN/A
Net Assets139.54B
FOVIX vs VSCIX Comparison Chart
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FOVIX vs. VSCIX commentary
Jun 04, 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 VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 140B vs. FOVIX (15.2M). VSCIX pays higher dividends than FOVIX: VSCIX (1.49) vs FOVIX (0.00). FOVIX was incepted earlier than VSCIX: FOVIX (14 years) vs VSCIX (28 years). FOVIX (2.11) is less costly to investors than VSCIX (0.04). FOVIX is a more actively managed with annual turnover of: 17.00 vs. VSCIX (13.00). FOVIX has a lower initial minimum investment than VSCIX: FOVIX (1000000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 3.08 vs. FOVIX (-12.79). VSCIX return over 5 years is better than : 55.43 vs. FOVIX (-4.67).
| FOVIX | VSCIX | FOVIX / VSCIX | |
| Total Expense Ratio | 1.35 | 0.04 | 3,375% |
| Annual Report Gross Expense Ratio | 2.11 | 0.04 | 5,275% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | -7.747 | -4.955 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2M | 140B | 0% |
| Annual Yield % from dividends | 0.00 | 1.49 | - |
| Returns for 1 year | -12.79 | 3.08 | -415% |
| Returns for 3 years | -18.47 | 17.64 | -105% |
| Returns for 5 years | -4.67 | 55.43 | -8% |
| Returns for 10 years | -1.02 | 93.03 | -1% |
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