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FOVCX vs VSCIX
FOVCX vs VSCIX Comparison
Open Charts FOVCX vs VSCIX
First Trust/Confluence Small Cap Val C
Price$21.93
Change+$0.28 (+1.29%)
VolumeN/A
Net Assets15.49M
Vanguard Small Cap Index I
Price$118.18
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
FOVCX vs VSCIX Comparison Chart in %
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FOVCX vs. VSCIX 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 VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 153B vs. FOVCX (15.5M). 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 : 8.49 vs. FOVCX (-15.65). VSCIX return over 5 years is better than : 66.87 vs. FOVCX (-8.47).
| FOVCX | VSCIX | FOVCX / VSCIX | |
| Total Expense Ratio | 2.35 | 0.04 | 5,875% |
| Annual Report Gross Expense Ratio | 12.45 | 0.04 | 31,125% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | -3.858 | 2.806 | -138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.5M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.41 | - |
| Returns for 1 year | -15.65 | 8.49 | -184% |
| Returns for 3 years | -18.20 | 34.26 | -53% |
| Returns for 5 years | -8.47 | 66.87 | -13% |
| Returns for 10 years | -11.68 | 115.25 | -10% |
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