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DFSTX vs FOVIX
DFSTX vs FOVIX Comparison
Open Charts DFSTX vs FOVIX
First Trust/Confluence Small Cap Val I
Price$27.75
Change+$0.19 (+0.69%)
VolumeN/A
Net Assets13.22M
DFSTX vs FOVIX Comparison Chart in %
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DFSTX vs. FOVIX commentary
Dec 04, 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 FOVIX is a Buy.
FUNDAMENTALS
Fundamentals
DFSTX has more cash in the bank: 17.3B vs. FOVIX (13.2M). DFSTX pays higher dividends than FOVIX: DFSTX (1.05) 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: 17.00 vs. DFSTX (6.00). 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 : -1.01 vs. FOVIX (-17.69). DFSTX return over 5 years is better than : 48.90 vs. FOVIX (-14.46).
| 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 | 7.490 | -5.946 | -126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.3B | 13.2M | 131,061% |
| Annual Yield % from dividends | 1.05 | 0.00 | - |
| Returns for 1 year | -1.01 | -17.69 | 6% |
| Returns for 3 years | 25.41 | -18.76 | -135% |
| Returns for 5 years | 48.90 | -14.46 | -338% |
| Returns for 10 years | 74.83 | 3.05 | 2,451% |
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