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FOVAX vs VSCIX
FOVAX vs VSCIX Comparison
Open Charts FOVAX vs VSCIX
First Trust/Confluence Small Cap Val A
Price$22.65
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets12.11M
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
FOVAX vs VSCIX Comparison Chart in %
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FOVAX vs. VSCIX commentary
Dec 27, 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 StrongBuy and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 163B vs. FOVAX (12.1M). VSCIX pays higher dividends than FOVAX: VSCIX (1.33) 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 : 7.58 vs. FOVAX (-20.47). VSCIX return over 5 years is better than : 36.24 vs. FOVAX (-31.90).
| 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 | -18.875 | 9.641 | -196% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1M | 163B | 0% |
| Annual Yield % from dividends | 0.00 | 1.33 | - |
| Returns for 1 year | -20.47 | 7.58 | -270% |
| Returns for 3 years | -15.77 | 45.16 | -35% |
| Returns for 5 years | -31.90 | 36.24 | -88% |
| Returns for 10 years | -11.35 | 142.18 | -8% |
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