Ad is loading...
FVFRX vs VISVX
FVFRX vs VISVX Comparison
Open Charts FVFRX vs VISVX
Franklin Small Cap Value R
Price$58.67
Change-$2.47 (-4.04%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.56
Change-$1.86 (-3.76%)
VolumeN/A
CapitalizationN/A
FVFRX vs VISVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FVFRX vs. VISVX commentary
Dec 19, 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 63B vs. FVFRX (4.27B). VISVX pays higher dividends than FVFRX: VISVX (1.90) vs FVFRX (0.55). FVFRX was incepted earlier than VISVX: FVFRX (22 years) vs VISVX (27 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 : 16.18 vs. FVFRX (12.21). VISVX return over 5 years is better than : 52.67 vs. FVFRX (27.72).
| FVFRX | VISVX | FVFRX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 15.228 | 14.945 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.27B | 63B | 7% |
| Annual Yield % from dividends | 0.55 | 1.90 | 29% |
| Returns for 1 year | 12.21 | 16.18 | 75% |
| Returns for 3 years | 13.77 | 20.58 | 67% |
| Returns for 5 years | 27.72 | 52.67 | 53% |
| Returns for 10 years | 17.61 | 105.07 | 17% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers