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DFSTX vs FOVAX
DFSTX vs FOVAX Comparison
Open Charts DFSTX vs FOVAX
First Trust/Confluence Small Cap Val A
Price$25.59
Change-$0.23 (-0.89%)
VolumeN/A
Net Assets13.52M
DFSTX vs FOVAX Comparison Chart in %
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DFSTX vs. FOVAX commentary
Nov 14, 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 DFSTX is a Buy and FOVAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.6B vs. FOVAX (13.5M). DFSTX pays higher dividends than FOVAX: DFSTX (1.08) vs FOVAX (0.00). DFSTX was incepted earlier than FOVAX: DFSTX (34 years) vs FOVAX (15 years). FOVAX (3.55) is less costly to investors than DFSTX (0.28). FOVAX is a more actively managed with annual turnover of: 17.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than FOVAX: DFSTX (0) vs FOVAX (2500). DFSTX annual gain was more profitable for investors over the last year : -0.31 vs. FOVAX (-17.35). DFSTX return over 5 years is better than : 54.99 vs. FOVAX (-15.23).
| DFSTX | FOVAX | DFSTX / FOVAX | |
| Total Expense Ratio | 0.27 | 1.60 | 17% |
| Annual Report Gross Expense Ratio | 0.28 | 3.55 | 8% |
| Fund Existence | 34 years | 15 years | - |
| Gain YTD | 6.068 | -7.521 | -81% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 13.5M | 122,963% |
| Annual Yield % from dividends | 1.08 | 0.00 | - |
| Returns for 1 year | -0.31 | -17.35 | 2% |
| Returns for 3 years | 25.84 | -18.81 | -137% |
| Returns for 5 years | 54.99 | -15.23 | -361% |
| Returns for 10 years | 78.44 | -0.58 | -13,580% |
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