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FOVAX vs VSCPX
FOVAX vs VSCPX Comparison
Open Charts FOVAX vs VSCPX
First Trust/Confluence Small Cap Val A
Price$25.26
Change-$0.59 (-2.28%)
VolumeN/A
Net Assets14.74M
Vanguard Small Cap Index InstlPlus
Price$317.59
Change-$5.19 (-1.61%)
VolumeN/A
Net Assets147.56B
FOVAX vs VSCPX Comparison Chart
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FOVAX vs. VSCPX commentary
Jun 16, 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. FOVAX (14.7M). VSCPX pays higher dividends than FOVAX: VSCPX (1.50) vs FOVAX (0.00). FOVAX was incepted earlier than VSCPX: FOVAX (14 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 : 5.23 vs. FOVAX (-13.11). VSCPX return over 5 years is better than : 63.41 vs. FOVAX (-5.32).
| 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 | 14 years | 15 years | - |
| Gain YTD | -9.527 | -4.355 | 219% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.7M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | -13.11 | 5.23 | -251% |
| Returns for 3 years | -14.72 | 31.39 | -47% |
| Returns for 5 years | -5.32 | 63.41 | -8% |
| Returns for 10 years | -6.51 | 93.45 | -7% |
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