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FOVIX vs VSCIX
FOVIX vs VSCIX Comparison
Open Charts FOVIX vs VSCIX
First Trust/Confluence Small Cap Val I
Price$28.01
Change-$0.23 (-0.81%)
VolumeN/A
Net Assets14.95M
Vanguard Small Cap Index I
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
FOVIX vs VSCIX Comparison Chart in %
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FOVIX vs. VSCIX commentary
Aug 18, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 154B vs. FOVIX (14.9M). VSCIX pays higher dividends than FOVIX: VSCIX (1.38) vs FOVIX (0.00). FOVIX was incepted earlier than VSCIX: FOVIX (15 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 : 9.18 vs. FOVIX (-11.22). VSCIX return over 5 years is better than : 57.74 vs. FOVIX (-4.53).
| 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 | 15 years | 28 years | - |
| Gain YTD | -4.825 | 2.527 | -191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9M | 154B | 0% |
| Annual Yield % from dividends | 0.00 | 1.38 | - |
| Returns for 1 year | -11.22 | 9.18 | -122% |
| Returns for 3 years | -21.96 | 20.49 | -107% |
| Returns for 5 years | -4.53 | 57.74 | -8% |
| Returns for 10 years | 1.63 | 113.17 | 1% |
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