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FOVIX vs VSCPX
FOVIX vs VSCPX Comparison
Open Charts FOVIX vs VSCPX
First Trust/Confluence Small Cap Val I
Price$26.87
Change-$0.28 (-1.03%)
VolumeN/A
Net Assets15.17M
Vanguard Small Cap Index InstlPlus
Price$315.21
Change-$0.40 (-0.13%)
VolumeN/A
Net Assets139.54B
FOVIX vs VSCPX Comparison Chart
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FOVIX vs. VSCPX commentary
Jun 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 140B vs. FOVIX (15.2M). VSCPX pays higher dividends than FOVIX: VSCPX (1.50) 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 (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 : 3.09 vs. FOVIX (-12.79). VSCPX return over 5 years is better than : 55.45 vs. FOVIX (-4.67).
| 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 | -7.747 | -4.951 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2M | 140B | 0% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | -12.79 | 3.09 | -414% |
| Returns for 3 years | -18.47 | 17.65 | -105% |
| Returns for 5 years | -4.67 | 55.45 | -8% |
| Returns for 10 years | -1.02 | 93.07 | -1% |
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