Interact to see
Advertisement
Advertisement
FOVIX vs VSCIX
FOVIX vs VSCIX Comparison
Open Charts FOVIX vs VSCIX
First Trust/Confluence Small Cap Val I
Price$28.44
Change+$0.35 (+1.25%)
VolumeN/A
Net Assets15.49M
Vanguard Small Cap Index I
Price$118.18
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
FOVIX vs VSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOVIX vs. VSCIX commentary
Jul 27, 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: 153B vs. FOVIX (15.5M). VSCIX pays higher dividends than FOVIX: VSCIX (1.41) 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 : 8.49 vs. FOVIX (-13.82). VSCIX return over 5 years is better than : 66.87 vs. FOVIX (0.46).
| 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 | -3.364 | 2.806 | -120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.41 | - |
| Returns for 1 year | -13.82 | 8.49 | -163% |
| Returns for 3 years | -12.00 | 34.26 | -35% |
| Returns for 5 years | 0.46 | 66.87 | 1% |
| Returns for 10 years | 4.87 | 115.25 | 4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement