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FOVCX vs VSCIX
FOVCX vs VSCIX Comparison
Open Charts FOVCX vs VSCIX
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 %
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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.
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).
| 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 | -3.376 | 1.448 | -233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.41 | - |
| Returns for 1 year | -8.89 | 12.26 | -73% |
| Returns for 3 years | -16.58 | 37.94 | -44% |
| Returns for 5 years | -6.77 | 69.54 | -10% |
| Returns for 10 years | -12.89 | 109.37 | -12% |
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