Ad is loading...
FRMCX vs VISVX
FRMCX vs VISVX Comparison
Open Charts FRMCX vs VISVX
Franklin Mutual Small-Mid Cap Val A
Price$30.21
Change-$1.25 (-3.97%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
FRMCX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FRMCX vs. VISVX commentary
Dec 19, 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. FRMCX (217M). VISVX pays higher dividends than FRMCX: VISVX (1.90) vs FRMCX (0.61). FRMCX was incepted earlier than VISVX: FRMCX (29 years) vs VISVX (27 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 : 10.29 vs. FRMCX (9.39). VISVX return over 5 years is better than : 46.30 vs. FRMCX (21.29).
| FRMCX | VISVX | FRMCX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 27 years | - |
| Gain YTD | 11.205 | 10.619 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 63B | 0% |
| Annual Yield % from dividends | 0.61 | 1.90 | 32% |
| Returns for 1 year | 9.39 | 10.29 | 91% |
| Returns for 3 years | 17.25 | 16.04 | 108% |
| Returns for 5 years | 21.29 | 46.30 | 46% |
| Returns for 10 years | -8.29 | 97.35 | -9% |