Interact to see
Advertisement
Advertisement
FOVAX vs FSSNX
FOVAX vs FSSNX Comparison
Open Charts FOVAX vs FSSNX
First Trust/Confluence Small Cap Val A
Price$26.54
Change-$0.22 (-0.82%)
VolumeN/A
Net Assets14.95M
Fidelity Small Cap Index
Price$28.64
Change-$0.15 (-0.52%)
VolumeN/A
Net Assets25.89B
FOVAX vs FSSNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOVAX vs. FSSNX commentary
Aug 18, 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 FOVAX is a Buy and FSSNX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 25.9B vs. FOVAX (14.9M). FSSNX pays higher dividends than FOVAX: FSSNX (0.90) vs FOVAX (0.00). FOVAX was incepted earlier than FSSNX: FOVAX (14 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: 17.00 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 : 8.73 vs. FOVAX (-11.62). FSSNX return over 5 years is better than : 51.48 vs. FOVAX (-6.68).
| 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 | 14 years | 14 years | - |
| Gain YTD | -4.943 | 3.468 | -143% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9M | 25.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.90 | - |
| Returns for 1 year | -11.62 | 8.73 | -133% |
| Returns for 3 years | -23.14 | 18.75 | -123% |
| Returns for 5 years | -6.68 | 51.48 | -13% |
| Returns for 10 years | -1.92 | 85.72 | -2% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement