Ad is loading...
FOVIX vs VSCPX
FOVIX vs VSCPX Comparison
Open Charts FOVIX vs VSCPX
First Trust/Confluence Small Cap Val I
Price$27.45
Change+$0.46 (+1.70%)
VolumeN/A
Net Assets18.07M
Vanguard Small Cap Index InstlPlus
Price$308.99
Change+$4.81 (+1.58%)
VolumeN/A
Net Assets139.54B
FOVIX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FOVIX vs. VSCPX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 140B vs. FOVIX (18.1M). VSCPX pays higher dividends than FOVIX: VSCPX (1.58) 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 : -0.07 vs. FOVIX (-12.46). VSCPX return over 5 years is better than : 65.30 vs. FOVIX (2.74).
| 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 | -8.291 | -8.394 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1M | 140B | 0% |
| Annual Yield % from dividends | 0.00 | 1.58 | - |
| Returns for 1 year | -12.46 | -0.07 | 18,600% |
| Returns for 3 years | -16.18 | 20.38 | -79% |
| Returns for 5 years | 2.74 | 65.30 | 4% |
| Returns for 10 years | -0.81 | 88.40 | -1% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers