First Trust/Confluence Small Cap Value Fund (FOVIX) Alternatives
First Trust/Confluence Small Cap Value Fund (FOVIX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FOVIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FOVIX
FOVIX charges 1.35% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among FOVIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | FOVIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | FOVIX vs VSCPX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | FOVIX vs VSCIX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | FOVIX vs SWSSX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | Oct 1, 2002 | FOVIX vs TISBX |
Best Risk-Adjusted Alternatives to FOVIX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | FOVIX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | FOVIX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | FOVIX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | FOVIX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | FOVIX vs PRSVX |
Top Performing FOVIX Alternatives (YTD)
FOVIX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | FOVIX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | FOVIX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | FOVIX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | FOVIX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | FOVIX vs RIVSX |
Lowest Volatility Alternatives to FOVIX
FOVIX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | FOVIX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | FOVIX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | FOVIX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | FOVIX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | FOVIX vs CSMDX |
Lowest Drawdown Alternatives to FOVIX
FOVIX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | FOVIX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | FOVIX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | FOVIX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | FOVIX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | FOVIX vs BOSOX |
Other Mutual Funds from First Trust
Most popular First Trust mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vivaldi Merger Arbitrage Fund Class I | Event Driven | 99 | 0.76% | Oct 1, 2015 | FOVIX vs VARBX | |
| First Trust Preferred Securities and Income Fund | Preferred Stock/Convertible Bonds | 80 | -2.48% | Jan 10, 2011 | FOVIX vs FPEIX | |
| First Trust Enhanced Equity Income Fund | Derivative Income | 36 | -5.60% | Aug 26, 2004 | FOVIX vs FFA | |
| First Trust Short Duration High Income Fund | Bank Loan | 65 | -2.99% | Oct 31, 2012 | FOVIX vs FDHIX |
Often Compared With FOVIX
What investors most often compare with FOVIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| First Trust Mortgage Income Fund | Mortgage Backed Securities | 14 | -2.09% | May 25, 2005 | FOVIX vs FMY | |
| First Trust Senior Floating Rate Income Fund II | Bank Loan | 24 | -1.43% | Jan 1, 2013 | FOVIX vs FCT | |
| First Trust High Yield Opportunities 2027 Term Fun... | High Yield Bonds | 15 | -1.22% | Jun 25, 2020 | FOVIX vs FTHY | |
| First Trust Intermediate Duration Preferred and In... | Preferred Stock/Convertible Bonds | 14 | -4.04% | Apr 1, 2009 | FOVIX vs FPF | |
| 1290 GAMCO Small/Mid Cap Value Fund | Small Cap Blend Equities | 69 | 4.18% | Nov 12, 2014 | FOVIX vs TNVIX |
Compare FOVIX with Any Fund or Stock
Compare FOVIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.