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FOVAX vs FSSNX
FOVAX vs FSSNX Comparison
Open Charts FOVAX vs FSSNX
First Trust/Confluence Small Cap Val A
Price$22.32
Change-$3.24 (-12.68%)
VolumeN/A
Net Assets8.02M
Fidelity Small Cap Index
Price$33.03
Change+$2.04 (+6.58%)
VolumeN/A
Net Assets29.73B
FOVAX vs FSSNX Comparison Chart in %
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FOVAX vs. FSSNX 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 FOVAX is a Hold and FSSNX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 29.7B vs. FOVAX (8.02M). FSSNX pays higher dividends than FOVAX: FSSNX (1.03) vs FOVAX (0.00). FOVAX was incepted earlier than FSSNX: FOVAX (15 years) vs FSSNX (14 years). FOVAX (3.55) is less costly to investors than FSSNX (0.03). FOVAX is a more actively managed with annual turnover of: 30.00 vs. FSSNX (14.00). FSSNX has a lower initial minimum investment than FOVAX: FSSNX (0) vs FOVAX (2500). FSSNX annual gain was more profitable for investors over the last year : 18.62 vs. FOVAX (-21.21). FSSNX return over 5 years is better than : 25.49 vs. FOVAX (-35.19).
| FOVAX | FSSNX | FOVAX / FSSNX | |
| Total Expense Ratio | 1.60 | 0.03 | 6,400% |
| Annual Report Gross Expense Ratio | 3.55 | 0.03 | 14,200% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 0.677 | 6.434 | 11% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.02M | 29.7B | 0% |
| Annual Yield % from dividends | 0.00 | 1.03 | - |
| Returns for 1 year | -21.21 | 18.62 | -114% |
| Returns for 3 years | -27.56 | 39.32 | -70% |
| Returns for 5 years | -35.19 | 25.49 | -138% |
| Returns for 10 years | -5.34 | 169.89 | -3% |
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