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FOVIX vs VSCPX
FOVIX vs VSCPX Comparison
Open Charts FOVIX vs VSCPX
First Trust/Confluence Small Cap Val I
Price$25.61
Change-$0.27 (-1.04%)
VolumeN/A
Net Assets17.51M
Vanguard Small Cap Index InstlPlus
Price$284.07
Change-$3.35 (-1.17%)
VolumeN/A
Net Assets143.36B
FOVIX vs VSCPX Comparison Chart
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FOVIX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 143B vs. FOVIX (17.5M). VSCPX pays higher dividends than FOVIX: VSCPX (1.54) vs FOVIX (0.00). FOVIX was incepted earlier than VSCPX: FOVIX (14 years) vs VSCPX (14 years). FOVIX (2.11) is less costly to investors than VSCPX (0.03). FOVIX is a more actively managed with annual turnover of: 17.00 vs. VSCPX (12.00). FOVIX has a lower initial minimum investment than VSCPX: FOVIX (1000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : -2.00 vs. FOVIX (-12.27). VSCPX return over 5 years is better than : 68.90 vs. FOVIX (3.85).
| FOVIX | VSCPX | FOVIX / VSCPX | |
| Total Expense Ratio | 1.35 | 0.03 | 4,500% |
| Annual Report Gross Expense Ratio | 2.11 | 0.03 | 7,033% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -12.063 | -13.441 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.5M | 143B | 0% |
| Annual Yield % from dividends | 0.00 | 1.54 | - |
| Returns for 1 year | -12.27 | -2.00 | 614% |
| Returns for 3 years | -25.91 | 1.22 | -2,128% |
| Returns for 5 years | 3.85 | 68.90 | 6% |
| Returns for 10 years | -5.79 | 77.22 | -7% |
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