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FVFRX vs VISVX
FVFRX vs VISVX Comparison
Open Charts FVFRX vs VISVX
Franklin Small Cap Value R
Price$61.71
Change-$0.49 (-0.79%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.63
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
FVFRX vs VISVX Comparison Chart
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FVFRX vs. VISVX commentary
Nov 18, 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: 57.6B vs. FVFRX (4.36B). 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 : 28.71 vs. FVFRX (24.23). VISVX return over 5 years is better than : 57.32 vs. FVFRX (25.87).
| 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 | 16.302 | 15.433 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.36B | 57.6B | 8% |
| Annual Yield % from dividends | 0.55 | 1.90 | 29% |
| Returns for 1 year | 24.23 | 28.71 | 84% |
| Returns for 3 years | -2.32 | 13.23 | -18% |
| Returns for 5 years | 25.87 | 57.32 | 45% |
| Returns for 10 years | 7.04 | 108.21 | 7% |