Interact to see
Advertisement
Advertisement
FOVAX vs VSCIX
FOVAX vs VSCIX Comparison
Open Charts FOVAX vs VSCIX
First Trust/Confluence Small Cap Val A
Price$26.07
Change+$0.22 (+0.85%)
VolumeN/A
Net Assets14.1M
Vanguard Small Cap Index I
Price$122.14
Change+$1.18 (+0.98%)
VolumeN/A
Net Assets161.26B
FOVAX vs VSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOVAX vs. VSCIX commentary
Sep 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 Hold and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 161B vs. FOVAX (14.1M). VSCIX pays higher dividends than FOVAX: VSCIX (1.32) vs FOVAX (0.00). FOVAX was incepted earlier than VSCIX: FOVAX (15 years) vs VSCIX (28 years). FOVAX (3.55) is less costly to investors than VSCIX (0.04). FOVAX is a more actively managed with annual turnover of: 17.00 vs. VSCIX (13.00). FOVAX has a lower initial minimum investment than VSCIX: FOVAX (2500) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 8.04 vs. FOVAX (-14.75). VSCIX return over 5 years is better than : 71.75 vs. FOVAX (-0.53).
| FOVAX | VSCIX | FOVAX / VSCIX | |
| Total Expense Ratio | 1.60 | 0.04 | 4,000% |
| Annual Report Gross Expense Ratio | 3.55 | 0.04 | 8,875% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | -6.626 | 6.250 | -106% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.1M | 161B | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | -14.75 | 8.04 | -184% |
| Returns for 3 years | -6.22 | 50.85 | -12% |
| Returns for 5 years | -0.53 | 71.75 | -1% |
| Returns for 10 years | 5.33 | 149.00 | 4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement