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FVADX vs VSIAX
FVADX vs VSIAX Comparison
Open Charts FVADX vs VSIAX
Franklin Small Cap Value Adv
Price$61.94
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets4.16B
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
FVADX vs VSIAX Comparison Chart
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FVADX vs. VSIAX commentary
Jan 18, 2025
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 Hold and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. FVADX (4.16B). VSIAX pays higher dividends than FVADX: VSIAX (2.01) vs FVADX (0.94). FVADX was incepted earlier than VSIAX: FVADX (28 years) vs VSIAX (13 years). FVADX is a more actively managed with annual turnover of: 68.74 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than FVADX: VSIAX (3000) vs FVADX (100000). VSIAX annual gain was more profitable for investors over the last year : 18.49 vs. FVADX (13.39). VSIAX return over 5 years is better than : 50.37 vs. FVADX (21.84).
| FVADX | VSIAX | FVADX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 2.567 | 3.217 | 80% |
| 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 | 58.3B | 7% |
| Annual Yield % from dividends | 0.94 | 2.01 | 47% |
| Returns for 1 year | 13.39 | 18.49 | 72% |
| Returns for 3 years | 3.73 | 17.05 | 22% |
| Returns for 5 years | 21.84 | 50.37 | 43% |
| Returns for 10 years | 22.80 | 109.60 | 21% |
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