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FRMCX vs VISVX
FRMCX vs VISVX Comparison
Open Charts FRMCX vs VISVX
Franklin Mutual Small-Mid Cap Val A
Price$30.39
Change-$0.42 (-1.36%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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FRMCX vs VISVX Comparison Chart
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FRMCX 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 FRMCX is a StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. FRMCX (212M). VISVX pays higher dividends than FRMCX: VISVX (1.90) vs FRMCX (0.61). FRMCX was incepted earlier than VISVX: FRMCX (29 years) vs VISVX (26 years). FRMCX is a more actively managed with annual turnover of: 32.63 vs. VISVX (16.00). FRMCX has a lower initial minimum investment than VISVX: FRMCX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 25.80 vs. FRMCX (15.44). VISVX return over 5 years is better than : 56.98 vs. FRMCX (6.38).
| FRMCX | VISVX | FRMCX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | 7.423 | 11.310 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 57.3B | 0% |
| Annual Yield % from dividends | 0.61 | 1.90 | 32% |
| Returns for 1 year | 15.44 | 25.80 | 60% |
| Returns for 3 years | -1.05 | 21.42 | -5% |
| Returns for 5 years | 6.38 | 56.98 | 11% |
| Returns for 10 years | -20.90 | 108.54 | -19% |