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FOVIX vs VSCIX
FOVIX vs VSCIX Comparison
Open Charts FOVIX vs VSCIX
First Trust/Confluence Small Cap Val I
Price$25.61
Change-$0.27 (-1.04%)
VolumeN/A
Net Assets17.51M
Vanguard Small Cap Index I
Price$98.42
Change-$1.16 (-1.16%)
VolumeN/A
Net Assets143.36B
FOVIX vs VSCIX Comparison Chart
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FOVIX vs. VSCIX commentary
Apr 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 Hold and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 143B vs. FOVIX (17.5M). VSCIX pays higher dividends than FOVIX: VSCIX (1.53) 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 (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 : -2.00 vs. FOVIX (-12.27). VSCIX return over 5 years is better than : 68.88 vs. FOVIX (3.85).
| 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 | -12.063 | -13.439 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.53 | - |
| Returns for 1 year | -12.27 | -2.00 | 612% |
| Returns for 3 years | -25.91 | 1.21 | -2,145% |
| Returns for 5 years | 3.85 | 68.88 | 6% |
| Returns for 10 years | -5.79 | 77.18 | -7% |
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