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FOVIX vs VSCIX
FOVIX vs VSCIX Comparison
Open Charts FOVIX vs VSCIX
First Trust/Confluence Small Cap Val I
Price$29.42
Change-$0.55 (-1.84%)
VolumeN/A
Net Assets20.1M
Vanguard Small Cap Index I
Price$114.80
Change-$3.11 (-2.64%)
VolumeN/A
Net Assets160.88B
FOVIX vs VSCIX Comparison Chart
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FOVIX vs. VSCIX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. FOVIX (20.1M). VSCIX pays higher dividends than FOVIX: VSCIX (1.43) vs FOVIX (0.00). FOVIX was incepted earlier than VSCIX: FOVIX (14 years) vs VSCIX (28 years). FOVIX is a more actively managed with annual turnover of: 21.00 vs. VSCIX (12.00). 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 : 11.25 vs. FOVIX (-2.78). VSCIX return over 5 years is better than : 44.48 vs. FOVIX (-11.65).
| FOVIX | VSCIX | FOVIX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | -0.034 | -0.304 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.1M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | -2.78 | 11.25 | -25% |
| Returns for 3 years | -17.38 | 18.86 | -92% |
| Returns for 5 years | -11.65 | 44.48 | -26% |
| Returns for 10 years | 7.02 | 105.81 | 7% |
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