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FOVIX vs VSCPX
FOVIX vs VSCPX Comparison
Open Charts FOVIX vs VSCPX
First Trust/Confluence Small Cap Val I
Price$29.42
Change-$0.55 (-1.84%)
VolumeN/A
Net Assets20.1M
Vanguard Small Cap Index InstlPlus
Price$331.37
Change-$8.96 (-2.63%)
VolumeN/A
Net Assets160.88B
FOVIX vs VSCPX Comparison Chart
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FOVIX vs. VSCPX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. FOVIX (20.1M). 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 : 11.26 vs. FOVIX (-2.78). VSCPX return over 5 years is better than : 44.50 vs. FOVIX (-11.65).
| 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 | -0.034 | -0.301 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.1M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | -2.78 | 11.26 | -25% |
| Returns for 3 years | -17.38 | 18.87 | -92% |
| Returns for 5 years | -11.65 | 44.50 | -26% |
| Returns for 10 years | 7.02 | 105.88 | 7% |
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