Ad is loading...
FVFRX vs VSIAX
FVFRX vs VSIAX Comparison
Open Charts FVFRX vs VSIAX
Franklin Small Cap Value R
Price$58.73
Change-$0.84 (-1.41%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FVFRX vs VSIAX Comparison Chart
Loading...
FVFRX vs. VSIAX commentary
Sep 21, 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. FVFRX (4.26B). 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 : 21.77 vs. FVFRX (16.32). VSIAX return over 5 years is better than : 55.85 vs. FVFRX (24.72).
| 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 | 9.555 | 10.460 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.26B | 57.3B | 7% |
| Annual Yield % from dividends | 0.55 | 2.01 | 27% |
| Returns for 1 year | 16.32 | 21.77 | 75% |
| Returns for 3 years | 0.42 | 17.82 | 2% |
| Returns for 5 years | 24.72 | 55.85 | 44% |
| Returns for 10 years | 1.19 | 102.73 | 1% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BMSVX | 15.28 | 0.03 | +0.20% |
| MFS Blended Research Mid Cap Eq R4 | |||
| PBSIX | 14.05 | N/A | N/A |
| Polen US Small Company Growth Instl | |||
| MENAX | 9.55 | -0.01 | -0.10% |
| Madison Covered Call & Equity Income A | |||
| BCSFX | 24.93 | -0.10 | -0.40% |
| Brown Capital Mgmt Intl Sm Co Instl | |||
| LGRNX | 27.74 | -0.15 | -0.54% |
| Loomis Sayles Growth N | |||