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FVFRX vs VISVX
FVFRX vs VISVX Comparison
Open Charts FVFRX vs VISVX
Franklin Small Cap Value R
Price$55.34
Change-$1.42 (-2.50%)
VolumeN/A
Net Assets4.16B
Vanguard Small Cap Value Index I
Price$47.39
Change-$1.09 (-2.25%)
VolumeN/A
Net Assets60.22B
FVFRX vs VISVX Comparison Chart
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FVFRX vs. VISVX commentary
Feb 23, 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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 60.2B vs. FVFRX (4.16B). VISVX pays higher dividends than FVFRX: VISVX (1.90) vs FVFRX (0.55). FVFRX was incepted earlier than VISVX: FVFRX (23 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 : 12.49 vs. FVFRX (7.85). VISVX return over 5 years is better than : 50.85 vs. FVFRX (21.38).
| FVFRX | VISVX | FVFRX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 2.826 | 1.977 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.16B | 60.2B | 7% |
| Annual Yield % from dividends | 0.55 | 1.90 | 29% |
| Returns for 1 year | 7.85 | 12.49 | 63% |
| Returns for 3 years | 5.08 | 20.61 | 25% |
| Returns for 5 years | 21.38 | 50.85 | 42% |
| Returns for 10 years | 8.04 | 94.47 | 9% |
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