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FOVCX vs VSCIX
FOVCX vs VSCIX Comparison
Open Charts FOVCX vs VSCIX
First Trust/Confluence Small Cap Val C
Price$20.59
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets13.5M
Vanguard Small Cap Index I
Price$121.32
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
FOVCX vs VSCIX Comparison Chart in %
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FOVCX vs. VSCIX commentary
Oct 19, 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 StrongBuy and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 162B vs. FOVCX (13.5M). VSCIX pays higher dividends than FOVCX: VSCIX (1.35) vs FOVCX (0.00). FOVCX was incepted earlier than VSCIX: FOVCX (15 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 : 4.95 vs. FOVCX (-19.44). VSCIX return over 5 years is better than : 55.48 vs. FOVCX (-17.01).
| 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 | 15 years | 28 years | - |
| Gain YTD | -9.733 | 5.610 | -173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -19.44 | 4.95 | -393% |
| Returns for 3 years | -18.58 | 42.04 | -44% |
| Returns for 5 years | -17.01 | 55.48 | -31% |
| Returns for 10 years | -14.39 | 130.92 | -11% |
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