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DFSTX vs FOVAX
DFSTX vs FOVAX Comparison
Open Charts DFSTX vs FOVAX
First Trust/Confluence Small Cap Val A
Price$22.32
Change-$3.24 (-12.68%)
VolumeN/A
Net Assets8.02M
DFSTX vs FOVAX Comparison Chart in %
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DFSTX vs. FOVAX commentary
Feb 05, 2026
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 Hold and FOVAX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.1B vs. FOVAX (8.02M). DFSTX pays higher dividends than FOVAX: DFSTX (1.02) 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: 30.00 vs. DFSTX (5.00). 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 : 13.21 vs. FOVAX (-21.21). DFSTX return over 5 years is better than : 38.07 vs. FOVAX (-35.19).
| 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 | 6.752 | 0.677 | 998% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.1B | 8.02M | 225,714% |
| Annual Yield % from dividends | 1.02 | 0.00 | - |
| Returns for 1 year | 13.21 | -21.21 | -62% |
| Returns for 3 years | 33.64 | -27.56 | -122% |
| Returns for 5 years | 38.07 | -35.19 | -108% |
| Returns for 10 years | 131.31 | -5.34 | -2,457% |
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