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FOVIX vs FSSNX
FOVIX vs FSSNX Comparison
Open Charts FOVIX vs FSSNX
First Trust/Confluence Small Cap Val I
Price$28.01
Change-$0.23 (-0.81%)
VolumeN/A
Net Assets14.95M
Fidelity Small Cap Index
Price$28.64
Change-$0.15 (-0.52%)
VolumeN/A
Net Assets25.89B
FOVIX vs FSSNX Comparison Chart in %
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FOVIX vs. FSSNX commentary
Aug 18, 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: 25.9B vs. FOVIX (14.9M). FSSNX pays higher dividends than FOVIX: FSSNX (0.90) vs FOVIX (0.00). FOVIX was incepted earlier than FSSNX: FOVIX (15 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 (14.00). 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 : 8.73 vs. FOVIX (-11.22). FSSNX return over 5 years is better than : 51.48 vs. FOVIX (-4.53).
| 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 | 15 years | 14 years | - |
| Gain YTD | -4.825 | 3.468 | -139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9M | 25.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.90 | - |
| Returns for 1 year | -11.22 | 8.73 | -129% |
| Returns for 3 years | -21.96 | 18.75 | -117% |
| Returns for 5 years | -4.53 | 51.48 | -9% |
| Returns for 10 years | 1.63 | 85.72 | 2% |
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