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FVFRX vs VISVX
FVFRX vs VISVX Comparison
Open Charts FVFRX vs VISVX
Franklin Small Cap Value R
Price$55.85
Change+$0.60 (+1.09%)
VolumeN/A
Net Assets3.86B
Vanguard Small Cap Value Index I
Price$48.13
Change+$0.52 (+1.09%)
VolumeN/A
Net Assets54.02B
FVFRX vs VISVX Comparison Chart in %
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FVFRX vs. VISVX commentary
Jul 03, 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 FVFRX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. FVFRX (3.86B). VISVX pays higher dividends than FVFRX: VISVX (1.99) vs FVFRX (0.61). FVFRX was incepted earlier than VISVX: FVFRX (23 years) vs VISVX (27 years). FVFRX (1.23) is less costly to investors than VISVX (0.19). FVFRX is a more actively managed with annual turnover of: 59.68 vs. VISVX (16.00). FVFRX has a lower initial minimum investment than VISVX: FVFRX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 10.01 vs. FVFRX (3.92). VISVX return over 5 years is better than : 90.96 vs. FVFRX (44.52).
| FVFRX | VISVX | FVFRX / VISVX | |
| Total Expense Ratio | 1.22 | 0.19 | 642% |
| Annual Report Gross Expense Ratio | 1.23 | 0.19 | 647% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 0.091 | 0.421 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.86B | 54B | 7% |
| Annual Yield % from dividends | 0.61 | 1.99 | 31% |
| Returns for 1 year | 3.92 | 10.01 | 39% |
| Returns for 3 years | 19.08 | 32.65 | 58% |
| Returns for 5 years | 44.52 | 90.96 | 49% |
| Returns for 10 years | 5.03 | 92.43 | 5% |
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