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DFSTX vs FOVIX
DFSTX vs FOVIX Comparison
Open Charts DFSTX vs FOVIX
First Trust/Confluence Small Cap Val I
Price$24.42
Change+$0.62 (+2.61%)
VolumeN/A
Net Assets7.57M
DFSTX vs FOVIX Comparison Chart in %
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DFSTX vs. FOVIX 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 FOVIX is a Hold.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 18.3B vs. FOVIX (7.57M). DFSTX pays higher dividends than FOVIX: DFSTX (1.02) vs FOVIX (0.00). DFSTX was incepted earlier than FOVIX: DFSTX (34 years) vs FOVIX (15 years). FOVIX (2.11) is less costly to investors than DFSTX (0.28). FOVIX is a more actively managed with annual turnover of: 30.00 vs. DFSTX (5.00). DFSTX has a lower initial minimum investment than FOVIX: DFSTX (0) vs FOVIX (1000000). DFSTX annual gain was more profitable for investors over the last year : 13.21 vs. FOVIX (-20.29). DFSTX return over 5 years is better than : 38.07 vs. FOVIX (-33.03).
| DFSTX | FOVIX | DFSTX / FOVIX | |
| Total Expense Ratio | 0.27 | 1.35 | 20% |
| Annual Report Gross Expense Ratio | 0.28 | 2.11 | 13% |
| Fund Existence | 34 years | 15 years | - |
| Gain YTD | 6.752 | 0.677 | 998% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.3B | 7.57M | 241,872% |
| Annual Yield % from dividends | 1.02 | 0.00 | - |
| Returns for 1 year | 13.21 | -20.29 | -65% |
| Returns for 3 years | 33.64 | -26.13 | -129% |
| Returns for 5 years | 38.07 | -33.03 | -115% |
| Returns for 10 years | 131.31 | -0.92 | -14,336% |
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