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FOVAX vs FSSNX
FOVAX vs FSSNX Comparison
Open Charts FOVAX vs FSSNX
First Trust/Confluence Small Cap Val A
Price$26.95
Change+$0.33 (+1.24%)
VolumeN/A
Net Assets15.49M
Fidelity Small Cap Index
Price$28.29
Change+$0.11 (+0.39%)
VolumeN/A
Net Assets25.56B
FOVAX vs FSSNX Comparison Chart in %
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FOVAX vs. FSSNX commentary
Jul 28, 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: 25.6B vs. FOVAX (15.5M). FSSNX pays higher dividends than FOVAX: FSSNX (0.92) 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 : 3.28 vs. FOVAX (-14.23). FSSNX return over 5 years is better than : 60.96 vs. FOVAX (-1.79).
| 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 | -3.474 | 2.204 | -158% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5M | 25.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.92 | - |
| Returns for 1 year | -14.23 | 3.28 | -434% |
| Returns for 3 years | -13.37 | 31.42 | -43% |
| Returns for 5 years | -1.79 | 60.96 | -3% |
| Returns for 10 years | 1.16 | 82.15 | 1% |
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