FOVCX
Price
$22.04
Change
+$0.21 (+0.96%)
Updated
Jul 3 closing price
Net Assets
15.68M
FSSNX
Price
$28.13
Change
+$0.28 (+1.01%)
Updated
Jul 3 closing price
Net Assets
25.56B
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FOVCX vs FSSNX

Header iconFOVCX vs FSSNX Comparison
Open Charts FOVCX vs FSSNXBanner chart's image
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.

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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).
FOVCXFSSNXFOVCX / FSSNX
Total Expense Ratio2.350.039,400%
Annual Report Gross Expense Ratio12.450.0349,800%
Fund Existence14 years14 years-
Gain YTD-3.3761.626-208%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets15.7M25.6B0%
Annual Yield % from dividends0.000.92-
Returns for 1 year-8.8912.15-73%
Returns for 3 years-16.5836.67-45%
Returns for 5 years-6.7764.11-11%
Returns for 10 years-12.8977.87-17%
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