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FOVIX vs VSCPX
FOVIX vs VSCPX Comparison
Open Charts FOVIX vs VSCPX
First Trust/Confluence Small Cap Val I
Price$28.57
Change+$0.26 (+0.92%)
VolumeN/A
Net Assets15.68M
Vanguard Small Cap Index InstlPlus
Price$336.62
Change+$2.39 (+0.72%)
VolumeN/A
Net Assets147.56B
FOVIX vs VSCPX Comparison Chart in %
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FOVIX vs. VSCPX 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 VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. FOVIX (15.7M). VSCPX pays higher dividends than FOVIX: VSCPX (1.42) vs FOVIX (0.00). FOVIX was incepted earlier than VSCPX: FOVIX (14 years) vs VSCPX (15 years). FOVIX (2.11) is less costly to investors than VSCPX (0.03). FOVIX is a more actively managed with annual turnover of: 17.00 vs. VSCPX (13.00). FOVIX has a lower initial minimum investment than VSCPX: FOVIX (1000000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 12.26 vs. FOVIX (-6.91). VSCPX return over 5 years is better than : 69.56 vs. FOVIX (2.44).
| FOVIX | VSCPX | FOVIX / VSCPX | |
| Total Expense Ratio | 1.35 | 0.03 | 4,500% |
| Annual Report Gross Expense Ratio | 2.11 | 0.03 | 7,033% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | -2.922 | 1.452 | -201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.7M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | -6.91 | 12.26 | -56% |
| Returns for 3 years | -10.30 | 37.96 | -27% |
| Returns for 5 years | 2.44 | 69.56 | 4% |
| Returns for 10 years | 3.44 | 109.40 | 3% |
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