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FOVIX vs FSSNX
FOVIX vs FSSNX Comparison
Open Charts FOVIX vs FSSNX
First Trust/Confluence Small Cap Val I
Price$28.57
Change+$0.26 (+0.92%)
VolumeN/A
Net Assets15.68M
Fidelity Small Cap Index
Price$28.13
Change+$0.28 (+1.01%)
VolumeN/A
Net Assets25.56B
FOVIX vs FSSNX Comparison Chart in %
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FOVIX vs. FSSNX 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 FOVIX is a Buy and FSSNX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 25.6B vs. FOVIX (15.7M). FSSNX pays higher dividends than FOVIX: FSSNX (0.92) vs FOVIX (0.00). FOVIX was incepted earlier than FSSNX: FOVIX (14 years) vs FSSNX (14 years). FOVIX (2.11) is less costly to investors than FSSNX (0.03). FOVIX is a more actively managed with annual turnover of: 17.00 vs. FSSNX (9.00). FSSNX has a lower initial minimum investment than FOVIX: FSSNX (0) vs FOVIX (1000000). FSSNX annual gain was more profitable for investors over the last year : 12.15 vs. FOVIX (-6.91). FSSNX return over 5 years is better than : 64.11 vs. FOVIX (2.44).
| FOVIX | FSSNX | FOVIX / FSSNX | |
| Total Expense Ratio | 1.35 | 0.03 | 5,400% |
| Annual Report Gross Expense Ratio | 2.11 | 0.03 | 8,440% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -2.922 | 1.626 | -180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7M | 25.6B | 0% |
| Annual Yield % from dividends | 0.00 | 0.92 | - |
| Returns for 1 year | -6.91 | 12.15 | -57% |
| Returns for 3 years | -10.30 | 36.67 | -28% |
| Returns for 5 years | 2.44 | 64.11 | 4% |
| Returns for 10 years | 3.44 | 77.87 | 4% |
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