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DFSTX vs FOVCX
DFSTX vs FOVCX Comparison
Open Charts DFSTX vs FOVCX
First Trust/Confluence Small Cap Val C
Price$20.59
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets13.5M
DFSTX vs FOVCX Comparison Chart in %
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DFSTX vs. FOVCX commentary
Oct 19, 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 Hold and FOVCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 16.8B vs. FOVCX (13.5M). DFSTX pays higher dividends than FOVCX: DFSTX (1.07) vs FOVCX (0.00). DFSTX was incepted earlier than FOVCX: DFSTX (34 years) vs FOVCX (15 years). FOVCX (12.45) is less costly to investors than DFSTX (0.28). FOVCX is a more actively managed with annual turnover of: 17.00 vs. DFSTX (6.00). DFSTX has a lower initial minimum investment than FOVCX: DFSTX (0) vs FOVCX (2500). DFSTX annual gain was more profitable for investors over the last year : 3.09 vs. FOVCX (-19.44). DFSTX return over 5 years is better than : 62.62 vs. FOVCX (-17.01).
| DFSTX | FOVCX | DFSTX / FOVCX | |
| Total Expense Ratio | 0.27 | 2.35 | 11% |
| Annual Report Gross Expense Ratio | 0.28 | 12.45 | 2% |
| Fund Existence | 34 years | 15 years | - |
| Gain YTD | 4.893 | -9.733 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.8B | 13.5M | 124,444% |
| Annual Yield % from dividends | 1.07 | 0.00 | - |
| Returns for 1 year | 3.09 | -19.44 | -16% |
| Returns for 3 years | 34.06 | -18.58 | -183% |
| Returns for 5 years | 62.62 | -17.01 | -368% |
| Returns for 10 years | 73.60 | -14.39 | -512% |
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