FOVCX
Price
$22.04
Change
+$0.21 (+0.96%)
Updated
Jul 3 closing price
Net Assets
15.68M
VSCIX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
Interact to see
Advertisement

FOVCX vs VSCIX

Header iconFOVCX vs VSCIX Comparison
Open Charts FOVCX vs VSCIXBanner chart's image
First Trust/Confluence Small Cap Val C
Price$22.04
Change+$0.21 (+0.96%)
VolumeN/A
Net Assets15.68M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
FOVCX vs VSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
FOVCX vs. VSCIX 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 VSCIX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. FOVCX (15.7M). VSCIX pays higher dividends than FOVCX: VSCIX (1.41) vs FOVCX (0.00). FOVCX was incepted earlier than VSCIX: FOVCX (14 years) vs VSCIX (28 years). FOVCX (12.45) is less costly to investors than VSCIX (0.04). FOVCX is a more actively managed with annual turnover of: 17.00 vs. VSCIX (13.00). FOVCX has a lower initial minimum investment than VSCIX: FOVCX (2500) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : 12.26 vs. FOVCX (-8.89). VSCIX return over 5 years is better than : 69.54 vs. FOVCX (-6.77).
FOVCXVSCIXFOVCX / VSCIX
Total Expense Ratio2.350.045,875%
Annual Report Gross Expense Ratio12.450.0431,125%
Fund Existence14 years28 years-
Gain YTD-3.3761.448-233%
Front LoadN/AN/A-
Min. Initial Investment250050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets15.7M148B0%
Annual Yield % from dividends0.001.41-
Returns for 1 year-8.8912.26-73%
Returns for 3 years-16.5837.94-44%
Returns for 5 years-6.7769.54-10%
Returns for 10 years-12.89109.37-12%
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 %
QUCT1638.8841.28
+2.58%
Queen City Investments, Inc.
IRMTF23.22N/A
N/A
Information Svcs Corp
NHOLF32.99N/A
N/A
Sompo Hldgs Inc
SJMHF0.34N/A
N/A
SJM Holdings Ltd.
BNTRF0.04N/A
-2.55%
Benton Resources Inc.