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FOVAX vs VSCPX
FOVAX vs VSCPX Comparison
Open Charts FOVAX vs VSCPX
First Trust/Confluence Small Cap Val A
Price$25.36
Change+$0.08 (+0.32%)
VolumeN/A
Net Assets13.5M
Vanguard Small Cap Index InstlPlus
Price$350.16
Change-$0.09 (-0.03%)
VolumeN/A
Net Assets162.36B
FOVAX vs VSCPX Comparison Chart in %
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FOVAX vs. VSCPX commentary
Oct 19, 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 162B vs. FOVAX (13.5M). VSCPX pays higher dividends than FOVAX: VSCPX (1.36) vs FOVAX (0.00). FOVAX was incepted earlier than VSCPX: FOVAX (15 years) vs VSCPX (15 years). FOVAX (3.55) is less costly to investors than VSCPX (0.03). FOVAX is a more actively managed with annual turnover of: 17.00 vs. VSCPX (13.00). FOVAX has a lower initial minimum investment than VSCPX: FOVAX (2500) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 4.95 vs. FOVAX (-18.03). VSCPX return over 5 years is better than : 55.49 vs. FOVAX (-10.96).
| FOVAX | VSCPX | FOVAX / VSCPX | |
| Total Expense Ratio | 1.60 | 0.03 | 5,333% |
| Annual Report Gross Expense Ratio | 3.55 | 0.03 | 11,833% |
| Fund Existence | 15 years | 15 years | - |
| Gain YTD | -9.169 | 5.606 | -164% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | -18.03 | 4.95 | -364% |
| Returns for 3 years | -13.74 | 42.04 | -33% |
| Returns for 5 years | -10.96 | 55.49 | -20% |
| Returns for 10 years | -1.82 | 130.96 | -1% |
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