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DFSTX vs FOVCX
DFSTX vs FOVCX Comparison
Open Charts DFSTX vs FOVCX
First Trust/Confluence Small Cap Val C
Price$17.80
Change+$0.45 (+2.59%)
VolumeN/A
Net Assets7.58M
DFSTX vs FOVCX Comparison Chart in %
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DFSTX vs. FOVCX 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 FOVCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.3B vs. FOVCX (7.58M). DFSTX pays higher dividends than FOVCX: DFSTX (1.02) 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: 30.00 vs. DFSTX (5.00). 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 : 13.21 vs. FOVCX (-24.99). DFSTX return over 5 years is better than : 38.07 vs. FOVCX (-42.11).
| 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 | 6.752 | 0.580 | 1,165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 7.58M | 241,361% |
| Annual Yield % from dividends | 1.02 | 0.00 | - |
| Returns for 1 year | 13.21 | -24.99 | -53% |
| Returns for 3 years | 33.64 | -32.88 | -102% |
| Returns for 5 years | 38.07 | -42.11 | -90% |
| Returns for 10 years | 131.31 | -20.59 | -638% |
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