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FOVIX vs VSCIX
FOVIX vs VSCIX Comparison
Open Charts FOVIX vs VSCIX
First Trust/Confluence Small Cap Val I
Price$27.75
Change+$0.19 (+0.69%)
VolumeN/A
Net Assets13.22M
Vanguard Small Cap Index I
Price$124.07
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
FOVIX vs VSCIX Comparison Chart in %
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FOVIX vs. VSCIX commentary
Dec 04, 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 VSCIX is a Buy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 162B vs. FOVIX (13.2M). VSCIX pays higher dividends than FOVIX: VSCIX (1.33) vs FOVIX (0.00). FOVIX was incepted earlier than VSCIX: FOVIX (15 years) vs VSCIX (28 years). FOVIX (2.11) is less costly to investors than VSCIX (0.04). FOVIX is a more actively managed with annual turnover of: 17.00 vs. VSCIX (13.00). FOVIX has a lower initial minimum investment than VSCIX: FOVIX (1000000) vs VSCIX (5000000). VSCIX annual gain was more profitable for investors over the last year : -0.84 vs. FOVIX (-17.69). VSCIX return over 5 years is better than : 41.15 vs. FOVIX (-14.46).
| FOVIX | VSCIX | FOVIX / VSCIX | |
| Total Expense Ratio | 1.35 | 0.04 | 3,375% |
| Annual Report Gross Expense Ratio | 2.11 | 0.04 | 5,275% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | -5.946 | 7.134 | -83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.33 | - |
| Returns for 1 year | -17.69 | -0.84 | 2,108% |
| Returns for 3 years | -18.76 | 32.18 | -58% |
| Returns for 5 years | -14.46 | 41.15 | -35% |
| Returns for 10 years | 3.05 | 132.08 | 2% |
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