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FMCVX vs VISVX
FMCVX vs VISVX Comparison
Open Charts FMCVX vs VISVX
Franklin Mutual Small-Mid Cap Val R6
Price$25.56
Change-$0.08 (-0.31%)
VolumeN/A
Net Assets205.75M
Vanguard Small Cap Value Index I
Price$48.07
Change-$0.05 (-0.10%)
VolumeN/A
Net Assets55.61B
FMCVX vs VISVX Comparison Chart in %
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FMCVX vs. VISVX commentary
Jul 20, 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 FMCVX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. FMCVX (206M). VISVX pays higher dividends than FMCVX: VISVX (1.99) vs FMCVX (0.76). FMCVX was incepted earlier than VISVX: FMCVX (12 years) vs VISVX (27 years). FMCVX (0.96) is less costly to investors than VISVX (0.19). FMCVX is a more actively managed with annual turnover of: 87.90 vs. VISVX (16.00). VISVX has a lower initial minimum investment than FMCVX: VISVX (3000) vs FMCVX (1000000). VISVX annual gain was more profitable for investors over the last year : 3.46 vs. FMCVX (-14.93). VISVX return over 5 years is better than : 87.54 vs. FMCVX (30.41).
| FMCVX | VISVX | FMCVX / VISVX | |
| Total Expense Ratio | 0.88 | 0.19 | 463% |
| Annual Report Gross Expense Ratio | 0.96 | 0.19 | 505% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 2.355 | 1.497 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 55.6B | 0% |
| Annual Yield % from dividends | 0.76 | 1.99 | 38% |
| Returns for 1 year | -14.93 | 3.46 | -431% |
| Returns for 3 years | 0.74 | 34.47 | 2% |
| Returns for 5 years | 30.41 | 87.54 | 35% |
| Returns for 10 years | -22.95 | 94.80 | -24% |
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