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FMCVX vs VISVX
FMCVX vs VISVX Comparison
Open Charts FMCVX vs VISVX
Franklin Mutual Small-Mid Cap Val R6
Price$21.74
Change+$0.20 (+0.93%)
VolumeN/A
Net Assets174.87M
Vanguard Small Cap Value Index I
Price$41.54
Change+$0.40 (+0.97%)
VolumeN/A
Net Assets53.62B
FMCVX vs VISVX Comparison Chart
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FMCVX vs. VISVX commentary
Apr 18, 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: 53.6B vs. FMCVX (175M). VISVX pays higher dividends than FMCVX: VISVX (2.14) vs FMCVX (0.79). FMCVX was incepted earlier than VISVX: FMCVX (12 years) vs VISVX (27 years). FMCVX (0.86) is less costly to investors than VISVX (0.19). 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 : -2.91 vs. FMCVX (-20.20). VISVX return over 5 years is better than : 84.20 vs. FMCVX (24.68).
| FMCVX | VISVX | FMCVX / VISVX | |
| Total Expense Ratio | 0.84 | 0.19 | 442% |
| Annual Report Gross Expense Ratio | 0.86 | 0.19 | 453% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | -14.012 | -13.327 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 175M | 53.6B | 0% |
| Annual Yield % from dividends | 0.79 | 2.14 | 37% |
| Returns for 1 year | -20.20 | -2.91 | 693% |
| Returns for 3 years | -19.27 | 0.35 | -5,459% |
| Returns for 5 years | 24.68 | 84.20 | 29% |
| Returns for 10 years | -38.27 | 63.06 | -61% |
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