Ad is loading...
FMCVX vs VISVX
FMCVX vs VISVX Comparison
Open Charts FMCVX vs VISVX
Franklin Mutual Small-Mid Cap Val R6
Price$31.13
Change-$0.43 (-1.36%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FMCVX vs VISVX Comparison Chart
Loading...
FMCVX vs. VISVX commentary
Sep 21, 2024
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 StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. FMCVX (212M). VISVX pays higher dividends than FMCVX: VISVX (1.90) vs FMCVX (0.89). FMCVX was incepted earlier than VISVX: FMCVX (11 years) vs VISVX (26 years). FMCVX is a more actively managed with annual turnover of: 32.63 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 : 25.80 vs. FMCVX (15.87). VISVX return over 5 years is better than : 56.98 vs. FMCVX (8.34).
| FMCVX | VISVX | FMCVX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 7.679 | 11.310 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 57.3B | 0% |
| Annual Yield % from dividends | 0.89 | 1.90 | 47% |
| Returns for 1 year | 15.87 | 25.80 | 62% |
| Returns for 3 years | 0.09 | 21.42 | 0% |
| Returns for 5 years | 8.34 | 56.98 | 15% |
| Returns for 10 years | -18.27 | 108.54 | -17% |