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FOVIX vs VSCIX
FOVIX vs VSCIX Comparison
Open Charts FOVIX vs VSCIX
First Trust/Confluence Small Cap Val I
Price$27.02
Change-$0.25 (-0.92%)
VolumeN/A
Net Assets13.52M
Vanguard Small Cap Index I
Price$119.93
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
FOVIX vs VSCIX Comparison Chart in %
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FOVIX vs. VSCIX commentary
Nov 14, 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 Hold and VSCIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 162B vs. FOVIX (13.5M). VSCIX pays higher dividends than FOVIX: VSCIX (1.35) 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 : -0.31 vs. FOVIX (-16.96). VSCIX return over 5 years is better than : 45.13 vs. FOVIX (-13.18).
| 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 | -7.339 | 4.400 | -167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -16.96 | -0.31 | 5,451% |
| Returns for 3 years | -17.51 | 31.99 | -55% |
| Returns for 5 years | -13.18 | 45.13 | -29% |
| Returns for 10 years | 3.10 | 130.72 | 2% |
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