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FOVCX vs FSSNX
FOVCX vs FSSNX Comparison
Open Charts FOVCX vs FSSNX
First Trust/Confluence Small Cap Val C
Price$17.80
Change+$0.45 (+2.59%)
VolumeN/A
Net Assets7.58M
Fidelity Small Cap Index
Price$32.73
Change-$0.30 (-0.91%)
VolumeN/A
Net Assets29.73B
FOVCX vs FSSNX Comparison Chart in %
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FOVCX vs. FSSNX commentary
Feb 05, 2026
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 Hold and FSSNX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 29.7B vs. FOVCX (7.58M). FSSNX pays higher dividends than FOVCX: FSSNX (1.03) vs FOVCX (0.00). FOVCX was incepted earlier than FSSNX: FOVCX (15 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: 30.00 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 : 18.62 vs. FOVCX (-24.99). FSSNX return over 5 years is better than : 25.49 vs. FOVCX (-42.11).
| 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 | 15 years | 14 years | - |
| Gain YTD | 0.580 | 6.434 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.58M | 29.7B | 0% |
| Annual Yield % from dividends | 0.00 | 1.03 | - |
| Returns for 1 year | -24.99 | 18.62 | -134% |
| Returns for 3 years | -32.88 | 39.32 | -84% |
| Returns for 5 years | -42.11 | 25.49 | -165% |
| Returns for 10 years | -20.59 | 169.89 | -12% |
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