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FVFRX vs VISVX
FVFRX vs VISVX Comparison
Open Charts FVFRX vs VISVX
Franklin Small Cap Value R
Price$53.18
Change+$0.69 (+1.31%)
VolumeN/A
Net Assets3.69B
Vanguard Small Cap Value Index I
Price$46.00
Change+$0.56 (+1.23%)
VolumeN/A
Net Assets54.02B
FVFRX vs VISVX Comparison Chart
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FVFRX vs. VISVX commentary
Jun 07, 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 (3.69B). VISVX pays higher dividends than FVFRX: VISVX (2.11) vs FVFRX (0.64). 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 : 2.98 vs. FVFRX (-2.42). VISVX return over 5 years is better than : 64.79 vs. FVFRX (25.35).
| 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 | -4.909 | -4.268 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 54B | 7% |
| Annual Yield % from dividends | 0.64 | 2.11 | 30% |
| Returns for 1 year | -2.42 | 2.98 | -81% |
| Returns for 3 years | -1.68 | 12.08 | -14% |
| Returns for 5 years | 25.35 | 64.79 | 39% |
| Returns for 10 years | -0.51 | 82.39 | -1% |
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