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FOVCX vs VSCIX
FOVCX vs VSCIX Comparison
Open Charts FOVCX vs VSCIX
First Trust/Confluence Small Cap Val C
Price$20.56
Change-$0.49 (-2.33%)
VolumeN/A
Net Assets14.74M
Vanguard Small Cap Index I
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
FOVCX vs VSCIX Comparison Chart
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FOVCX vs. VSCIX commentary
Jun 15, 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 Hold and VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. FOVCX (14.7M). VSCIX pays higher dividends than FOVCX: VSCIX (1.49) 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 : 5.22 vs. FOVCX (-14.58). VSCIX return over 5 years is better than : 63.40 vs. FOVCX (-11.95).
| 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 | -9.864 | -4.355 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.7M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.49 | - |
| Returns for 1 year | -14.58 | 5.22 | -279% |
| Returns for 3 years | -19.50 | 31.38 | -62% |
| Returns for 5 years | -11.95 | 63.40 | -19% |
| Returns for 10 years | -18.41 | 93.42 | -20% |
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