Ad is loading...
FOVIX vs VSCIX
FOVIX vs VSCIX Comparison
Open Charts FOVIX vs VSCIX
First Trust/Confluence Small Cap Val I
Price$26.99
Change+$0.11 (+0.41%)
VolumeN/A
Net Assets18.07M
Vanguard Small Cap Index I
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
FOVIX vs VSCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FOVIX vs. VSCIX 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 VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 140B vs. FOVIX (18.1M). VSCIX pays higher dividends than FOVIX: VSCIX (1.57) 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 : -0.06 vs. FOVIX (-13.09). VSCIX return over 5 years is better than : 65.30 vs. FOVIX (2.32).
| 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 | -8.665 | -8.389 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1M | 140B | 0% |
| Annual Yield % from dividends | 0.00 | 1.57 | - |
| Returns for 1 year | -13.09 | -0.06 | 21,727% |
| Returns for 3 years | -18.32 | 20.38 | -90% |
| Returns for 5 years | 2.32 | 65.30 | 4% |
| Returns for 10 years | -1.25 | 88.39 | -1% |
View a ticker or compare two or three
VS
VS
Ad is loading...