FOVAX
Price
$27.08
Change
+$0.25 (+0.93%)
Updated
Jul 3 closing price
Net Assets
15.68M
VSCPX
Price
$336.62
Change
+$2.39 (+0.72%)
Updated
Jul 3 closing price
Net Assets
147.56B
Interact to see
Advertisement

FOVAX vs VSCPX

Header iconFOVAX vs VSCPX Comparison
Open Charts FOVAX vs VSCPXBanner chart's image
First Trust/Confluence Small Cap Val A
Price$27.08
Change+$0.25 (+0.93%)
VolumeN/A
Net Assets15.68M
Vanguard Small Cap Index InstlPlus
Price$336.62
Change+$2.39 (+0.72%)
VolumeN/A
Net Assets147.56B
FOVAX vs VSCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
FOVAX vs. VSCPX commentary
Jul 07, 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 VSCPX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. FOVAX (15.7M). VSCPX pays higher dividends than FOVAX: VSCPX (1.42) 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 : 12.26 vs. FOVAX (-7.32). VSCPX return over 5 years is better than : 69.56 vs. FOVAX (0.15).
FOVAXVSCPXFOVAX / VSCPX
Total Expense Ratio1.600.035,333%
Annual Report Gross Expense Ratio3.550.0311,833%
Fund Existence14 years15 years-
Gain YTD-3.0091.452-207%
Front Load6%N/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets15.7M148B0%
Annual Yield % from dividends0.001.42-
Returns for 1 year-7.3212.26-60%
Returns for 3 years-11.6537.96-31%
Returns for 5 years0.1569.560%
Returns for 10 years-0.18109.40-0%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
PZRIF11.070.05
+0.45%
Pizza Pizza Royalty Corp.
AGYTF0.09N/A
N/A
Allergy Therapeutics Plc.
NHOLF32.99N/A
N/A
Sompo Hldgs Inc
CUCSF0.55N/A
N/A
China Communications Services Corp., Ltd.
BXDIF8.42N/A
N/A
BROOKFIELD CORP.