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FOVIX vs VSMAX
FOVIX vs VSMAX Comparison
Open Charts FOVIX vs VSMAX
First Trust/Confluence Small Cap Val I
Price$31.93
Change-$0.27 (-0.84%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
FOVIX vs VSMAX Comparison Chart
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FOVIX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. FOVIX (21.9M). VSMAX pays higher dividends than FOVIX: VSMAX (1.42) vs FOVIX (0.00). FOVIX was incepted earlier than VSMAX: FOVIX (14 years) vs VSMAX (24 years). FOVIX is a more actively managed with annual turnover of: 21.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than FOVIX: VSMAX (3000) vs FOVIX (1000000). VSMAX annual gain was more profitable for investors over the last year : 30.28 vs. FOVIX (15.52). VSMAX return over 5 years is better than : 55.62 vs. FOVIX (-1.15).
| FOVIX | VSMAX | FOVIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 8.054 | 15.803 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.9M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 15.52 | 30.28 | 51% |
| Returns for 3 years | -21.53 | 4.74 | -454% |
| Returns for 5 years | -1.15 | 55.62 | -2% |
| Returns for 10 years | 11.84 | 123.30 | 10% |
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