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FOVCX vs FSSNX
FOVCX vs FSSNX Comparison
Open Charts FOVCX vs FSSNX
First Trust/Confluence Small Cap Val C
Price$22.04
Change+$0.21 (+0.96%)
VolumeN/A
Net Assets15.68M
Fidelity Small Cap Index
Price$28.13
Change+$0.28 (+1.01%)
VolumeN/A
Net Assets25.56B
FOVCX vs FSSNX Comparison Chart in %
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FOVCX vs. FSSNX 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 FOVCX is a Buy and FSSNX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 25.6B vs. FOVCX (15.7M). 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 (9.00). 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 : 12.15 vs. FOVCX (-8.89). FSSNX return over 5 years is better than : 64.11 vs. FOVCX (-6.77).
| 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 | -3.376 | 1.626 | -208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7M | 25.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.92 | - |
| Returns for 1 year | -8.89 | 12.15 | -73% |
| Returns for 3 years | -16.58 | 36.67 | -45% |
| Returns for 5 years | -6.77 | 64.11 | -11% |
| Returns for 10 years | -12.89 | 77.87 | -17% |
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