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FVFRX vs VSIAX
FVFRX vs VSIAX Comparison
Open Charts FVFRX vs VSIAX
Franklin Small Cap Value R
Price$56.60
Change+$0.14 (+0.25%)
VolumeN/A
Net Assets4.17B
Vanguard Small Cap Value Index Admiral
Price$87.91
Change+$0.39 (+0.45%)
VolumeN/A
Net Assets58.32B
FVFRX vs VSIAX Comparison Chart
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FVFRX vs. VSIAX commentary
Jan 19, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. FVFRX (4.17B). VSIAX pays higher dividends than FVFRX: VSIAX (2.01) vs FVFRX (0.55). FVFRX was incepted earlier than VSIAX: FVFRX (22 years) vs VSIAX (13 years). FVFRX is a more actively managed with annual turnover of: 68.74 vs. VSIAX (16.00). FVFRX has a lower initial minimum investment than VSIAX: FVFRX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 18.49 vs. FVFRX (12.27). VSIAX return over 5 years is better than : 50.37 vs. FVFRX (17.76).
| FVFRX | VSIAX | FVFRX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 2.536 | 3.217 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.17B | 58.3B | 7% |
| Annual Yield % from dividends | 0.55 | 2.01 | 27% |
| Returns for 1 year | 12.27 | 18.49 | 66% |
| Returns for 3 years | 1.62 | 17.05 | 10% |
| Returns for 5 years | 17.76 | 50.37 | 35% |
| Returns for 10 years | 15.21 | 109.60 | 14% |
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