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FVFRX vs VISVX
FVFRX vs VISVX Comparison
Open Charts FVFRX vs VISVX
Franklin Small Cap Value R
Price$58.73
Change-$0.84 (-1.41%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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FVFRX vs VISVX Comparison Chart
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FVFRX 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 FVFRX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. FVFRX (4.26B). VISVX pays higher dividends than FVFRX: VISVX (1.90) vs FVFRX (0.55). FVFRX was incepted earlier than VISVX: FVFRX (22 years) vs VISVX (26 years). FVFRX is a more actively managed with annual turnover of: 68.74 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 : 21.73 vs. FVFRX (16.32). VISVX return over 5 years is better than : 55.70 vs. FVFRX (24.72).
| FVFRX | VISVX | FVFRX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 9.555 | 10.404 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.26B | 57.3B | 7% |
| Annual Yield % from dividends | 0.55 | 1.90 | 29% |
| Returns for 1 year | 16.32 | 21.73 | 75% |
| Returns for 3 years | 0.42 | 17.75 | 2% |
| Returns for 5 years | 24.72 | 55.70 | 44% |
| Returns for 10 years | 1.19 | 102.10 | 1% |
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