FTMSX
Price
$24.40
Change
-$0.02 (-0.08%)
Updated
Feb 23, 6:59 PM EST
VISVX
Price
$43.48
Change
+$0.15 (+0.35%)
Updated
Feb 23, 6:59 PM EST
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Compare predictions FTMSX vs VISVX

Header iconFTMSX vs VISVX Comparison
Open Charts FTMSX vs VISVXBanner chart's image
FullerThaler Behvrl Mcr-Cp Eq Instl
Price$24.40
Change-$0.02 (-0.08%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$43.48
Change+$0.15 (+0.35%)
VolumeN/A
CapitalizationN/A
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FTMSX vs VISVX Comparison Chart

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VS
FTMSX vs. VISVX commentary
Feb 26, 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 FTMSX is a StrongBuy and VISVX is a Hold.

FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 50.6B vs. FTMSX (19.2M). VISVX pays higher dividends than FTMSX: VISVX (2.05) vs FTMSX (0.00). FTMSX was incepted earlier than VISVX: FTMSX (5 years) vs VISVX (26 years). FTMSX (2.13) is less costly to investors than VISVX (0.19). FTMSX is a more actively managed with annual turnover of: 78.00 vs. VISVX (13.00). VISVX has a lower initial minimum investment than FTMSX: VISVX (3000) vs FTMSX (100000). VISVX annual gain was more profitable for investors over the last year : 7.16 vs. FTMSX (-2.79). VISVX return over 5 years is better than : 38.36 vs. FTMSX (3.05).
FTMSXVISVXFTMSX / VISVX
Total Expense Ratio1.290.19679%
Annual Report Gross Expense Ratio2.130.191,121%
Fund Existence5 years26 years-
Gain YTD-5.7550.718-801%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets19.2M50.6B0%
Annual Yield % from dividends0.002.05-
Returns for 1 year-2.797.16-39%
Returns for 3 years-25.8414.48-178%
Returns for 5 years3.0538.368%
Returns for 10 yearsN/A95.01-
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