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FOVIX vs VSCIX
FOVIX vs VSCIX Comparison
Open Charts FOVIX vs VSCIX
First Trust/Confluence Small Cap Val I
Price$28.57
Change+$0.26 (+0.92%)
VolumeN/A
Net Assets15.68M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
FOVIX vs VSCIX Comparison Chart in %
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FOVIX vs. VSCIX 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 VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 148B vs. FOVIX (15.7M). VSCIX pays higher dividends than FOVIX: VSCIX (1.41) vs FOVIX (0.00). FOVIX was incepted earlier than VSCIX: FOVIX (14 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 : 12.26 vs. FOVIX (-6.91). VSCIX return over 5 years is better than : 69.54 vs. FOVIX (2.44).
| 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 | 14 years | 28 years | - |
| Gain YTD | -2.922 | 1.448 | -202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.41 | - |
| Returns for 1 year | -6.91 | 12.26 | -56% |
| Returns for 3 years | -10.30 | 37.94 | -27% |
| Returns for 5 years | 2.44 | 69.54 | 4% |
| Returns for 10 years | 3.44 | 109.37 | 3% |
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