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FOVIX vs VSCIX
FOVIX vs VSCIX Comparison
Open Charts FOVIX vs VSCIX
First Trust/Confluence Small Cap Val I
Price$29.32
Change-$0.19 (-0.64%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$116.88
Change+$0.17 (+0.15%)
VolumeN/A
CapitalizationN/A
FOVIX vs VSCIX Comparison Chart
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FOVIX vs. VSCIX commentary
Jan 07, 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: 167B vs. FOVIX (20.7M). 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 : 18.44 vs. FOVIX (3.98). VSCIX return over 5 years is better than : 49.68 vs. FOVIX (-12.25).
| 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 | 0.272 | 1.355 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.7M | 167B | 0% |
| Annual Yield % from dividends | 0.00 | 1.43 | - |
| Returns for 1 year | 3.98 | 18.44 | 22% |
| Returns for 3 years | -26.57 | 7.96 | -334% |
| Returns for 5 years | -12.25 | 49.68 | -25% |
| Returns for 10 years | 12.42 | 124.23 | 10% |
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