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FOVIX vs VSCPX
FOVIX vs VSCPX Comparison
Open Charts FOVIX vs VSCPX
First Trust/Confluence Small Cap Val I
Price$28.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets15.07M
Vanguard Small Cap Index InstlPlus
Price$353.49
Change+$2.47 (+0.70%)
VolumeN/A
Net Assets161.26B
FOVIX vs VSCPX Comparison Chart in %
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FOVIX vs. VSCPX commentary
Sep 08, 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. FOVIX (15.1M). VSCPX pays higher dividends than FOVIX: VSCPX (1.33) vs FOVIX (0.00). FOVIX was incepted earlier than VSCPX: FOVIX (15 years) vs VSCPX (15 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 (13.00). 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 : 13.65 vs. FOVIX (-9.59). VSCPX return over 5 years is better than : 66.83 vs. FOVIX (-0.31).
| 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 | 15 years | 15 years | - |
| Gain YTD | -2.277 | 6.536 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.1M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.33 | - |
| Returns for 1 year | -9.59 | 13.65 | -70% |
| Returns for 3 years | -9.62 | 39.36 | -24% |
| Returns for 5 years | -0.31 | 66.83 | -0% |
| Returns for 10 years | 10.02 | 133.00 | 8% |
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