Interact to see
Advertisement
Advertisement
FOVIX vs VSCIX
FOVIX vs VSCIX Comparison
Open Charts FOVIX vs VSCIX
First Trust/Confluence Small Cap Val I
Price$26.78
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets13.54M
Vanguard Small Cap Index I
Price$121.32
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
FOVIX vs VSCIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FOVIX vs. VSCIX commentary
Oct 19, 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 StrongBuy 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 : 4.95 vs. FOVIX (-17.65). VSCIX return over 5 years is better than : 55.48 vs. FOVIX (-8.97).
| 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 | -9.004 | 5.610 | -160% |
| 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 | -17.65 | 4.95 | -357% |
| Returns for 3 years | -12.37 | 42.04 | -29% |
| Returns for 5 years | -8.97 | 55.48 | -16% |
| Returns for 10 years | 1.71 | 130.92 | 1% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement