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FVADX vs VISVX
FVADX vs VISVX Comparison
Open Charts FVADX vs VISVX
Franklin Small Cap Value Adv
Price$65.03
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$48.32
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FVADX vs VISVX Comparison Chart
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FVADX 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 FVADX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. FVADX (4.16B). VISVX pays higher dividends than FVADX: VISVX (1.90) vs FVADX (0.94). FVADX was incepted earlier than VISVX: FVADX (28 years) vs VISVX (26 years). FVADX is a more actively managed with annual turnover of: 68.74 vs. VISVX (16.00). VISVX has a lower initial minimum investment than FVADX: VISVX (3000) vs FVADX (100000). VISVX annual gain was more profitable for investors over the last year : 21.73 vs. FVADX (17.24). VISVX return over 5 years is better than : 55.70 vs. FVADX (28.82).
| FVADX | VISVX | FVADX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | 9.964 | 10.404 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.16B | 57.3B | 7% |
| Annual Yield % from dividends | 0.94 | 1.90 | 49% |
| Returns for 1 year | 17.24 | 21.73 | 79% |
| Returns for 3 years | 2.69 | 17.75 | 15% |
| Returns for 5 years | 28.82 | 55.70 | 52% |
| Returns for 10 years | 7.73 | 102.10 | 8% |
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