Interact to see
Advertisement
Advertisement
FOVCX vs VSCPX
FOVCX vs VSCPX Comparison
Open Charts FOVCX vs VSCPX
First Trust/Confluence Small Cap Val C
Price$20.56
Change-$0.49 (-2.33%)
VolumeN/A
Net Assets14.74M
Vanguard Small Cap Index InstlPlus
Price$317.59
Change-$5.19 (-1.61%)
VolumeN/A
Net Assets147.56B
FOVCX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FOVCX vs. VSCPX 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. FOVCX (14.7M). VSCPX pays higher dividends than FOVCX: VSCPX (1.50) vs FOVCX (0.00). FOVCX was incepted earlier than VSCPX: FOVCX (14 years) vs VSCPX (15 years). FOVCX (12.45) is less costly to investors than VSCPX (0.03). FOVCX is a more actively managed with annual turnover of: 17.00 vs. VSCPX (13.00). FOVCX has a lower initial minimum investment than VSCPX: FOVCX (2500) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 5.23 vs. FOVCX (-14.58). VSCPX return over 5 years is better than : 63.41 vs. FOVCX (-11.95).
| FOVCX | VSCPX | FOVCX / VSCPX | |
| Total Expense Ratio | 2.35 | 0.03 | 7,833% |
| Annual Report Gross Expense Ratio | 12.45 | 0.03 | 41,500% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | -9.864 | -4.355 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.7M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.50 | - |
| Returns for 1 year | -14.58 | 5.23 | -279% |
| Returns for 3 years | -19.50 | 31.39 | -62% |
| Returns for 5 years | -11.95 | 63.41 | -19% |
| Returns for 10 years | -18.41 | 93.45 | -20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement