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FOVCX vs FSSNX
FOVCX vs FSSNX Comparison
Open Charts FOVCX vs FSSNX
First Trust/Confluence Small Cap Val C
Price$21.93
Change+$0.28 (+1.29%)
VolumeN/A
Net Assets15.49M
Fidelity Small Cap Index
Price$28.29
Change+$0.11 (+0.39%)
VolumeN/A
Net Assets25.56B
FOVCX vs FSSNX Comparison Chart in %
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FOVCX vs. FSSNX commentary
Jul 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 FOVCX is a Buy and FSSNX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 25.6B vs. FOVCX (15.5M). FSSNX pays higher dividends than FOVCX: FSSNX (0.92) vs FOVCX (0.00). FOVCX was incepted earlier than FSSNX: FOVCX (14 years) vs FSSNX (14 years). FOVCX (12.45) is less costly to investors than FSSNX (0.03). FOVCX is a more actively managed with annual turnover of: 17.00 vs. FSSNX (14.00). FSSNX has a lower initial minimum investment than FOVCX: FSSNX (0) vs FOVCX (2500). FSSNX annual gain was more profitable for investors over the last year : 3.28 vs. FOVCX (-15.65). FSSNX return over 5 years is better than : 60.96 vs. FOVCX (-8.47).
| FOVCX | FSSNX | FOVCX / FSSNX | |
| Total Expense Ratio | 2.35 | 0.03 | 9,400% |
| Annual Report Gross Expense Ratio | 12.45 | 0.03 | 49,800% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -3.858 | 2.204 | -175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5M | 25.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.92 | - |
| Returns for 1 year | -15.65 | 3.28 | -477% |
| Returns for 3 years | -18.20 | 31.42 | -58% |
| Returns for 5 years | -8.47 | 60.96 | -14% |
| Returns for 10 years | -11.68 | 82.15 | -14% |
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