Ad is loading...
Ad is loading...
FOVIX vs VSCPX
FOVIX vs VSCPX Comparison
Open Charts FOVIX vs VSCPX
First Trust/Confluence Small Cap Val I
Price$31.93
Change-$0.27 (-0.84%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$340.72
Change-$3.67 (-1.07%)
VolumeN/A
CapitalizationN/A
FOVIX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FOVIX vs. VSCPX commentary
Nov 18, 2024
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 StrongSell and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 151B vs. FOVIX (21.9M). VSCPX pays higher dividends than FOVIX: VSCPX (1.44) vs FOVIX (0.00). FOVIX was incepted earlier than VSCPX: FOVIX (14 years) vs VSCPX (14 years). FOVIX is a more actively managed with annual turnover of: 21.00 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 : 30.29 vs. FOVIX (15.52). VSCPX return over 5 years is better than : 55.66 vs. FOVIX (-1.15).
| FOVIX | VSCPX | FOVIX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 8.054 | 15.805 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.9M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 15.52 | 30.29 | 51% |
| Returns for 3 years | -21.53 | 4.74 | -454% |
| Returns for 5 years | -1.15 | 55.66 | -2% |
| Returns for 10 years | 11.84 | 123.43 | 10% |
View a ticker or compare two or three
VS
VS
Ad is loading...