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FOVIX vs VSCPX
FOVIX vs VSCPX Comparison
Open Charts FOVIX vs VSCPX
First Trust/Confluence Small Cap Val I
Price$27.46
Change-$0.38 (-1.36%)
VolumeN/A
Net Assets14.17M
Vanguard Small Cap Index InstlPlus
Price$357.14
Change+$0.61 (+0.17%)
VolumeN/A
Net Assets162.36B
FOVIX vs VSCPX Comparison Chart in %
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FOVIX vs. VSCPX commentary
Oct 07, 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 StrongBuy and VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. FOVIX (14.2M). VSCPX pays higher dividends than FOVIX: VSCPX (1.36) 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 : 9.34 vs. FOVIX (-12.65). VSCPX return over 5 years is better than : 60.82 vs. FOVIX (-3.77).
| 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 | -5.403 | 7.528 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | -12.65 | 9.34 | -135% |
| Returns for 3 years | -5.75 | 48.44 | -12% |
| Returns for 5 years | -3.77 | 60.82 | -6% |
| Returns for 10 years | 5.22 | 134.14 | 4% |
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