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FRVLX vs VISVX
FRVLX vs VISVX Comparison
Open Charts FRVLX vs VISVX
Franklin Small Cap Value A
Price$59.59
Change-$2.51 (-4.04%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
FRVLX vs VISVX Comparison Chart
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FRVLX 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 FRVLX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. FRVLX (4.27B). VISVX pays higher dividends than FRVLX: VISVX (1.90) vs FRVLX (0.78). FRVLX was incepted earlier than VISVX: FRVLX (29 years) vs VISVX (27 years). FRVLX is a more actively managed with annual turnover of: 68.74 vs. VISVX (16.00). FRVLX has a lower initial minimum investment than VISVX: FRVLX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 16.18 vs. FRVLX (12.54). VISVX return over 5 years is better than : 52.67 vs. FRVLX (29.01).
| FRVLX | VISVX | FRVLX / 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 | 15.513 | 14.945 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.27B | 63B | 7% |
| Annual Yield % from dividends | 0.78 | 1.90 | 41% |
| Returns for 1 year | 12.54 | 16.18 | 78% |
| Returns for 3 years | 14.43 | 20.58 | 70% |
| Returns for 5 years | 29.01 | 52.67 | 55% |
| Returns for 10 years | 19.35 | 105.07 | 18% |
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