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FVRMX vs VSIAX
FVRMX vs VSIAX Comparison
Open Charts FVRMX vs VSIAX
Franklin Mutual Small-Mid Cap Val Adv
Price$30.85
Change-$0.42 (-1.34%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.86
Change-$0.74 (-0.85%)
VolumeN/A
CapitalizationN/A
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FVRMX vs VSIAX Comparison Chart
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FVRMX 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 FVRMX is a StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. FVRMX (212M). VSIAX pays higher dividends than FVRMX: VSIAX (2.01) vs FVRMX (0.82). FVRMX was incepted earlier than VSIAX: FVRMX (19 years) vs VSIAX (13 years). FVRMX is a more actively managed with annual turnover of: 32.63 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than FVRMX: VSIAX (3000) vs FVRMX (100000). VSIAX annual gain was more profitable for investors over the last year : 25.86 vs. FVRMX (15.82). VSIAX return over 5 years is better than : 57.13 vs. FVRMX (7.65).
| FVRMX | VSIAX | FVRMX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 13 years | - |
| Gain YTD | 7.641 | 11.368 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 57.3B | 0% |
| Annual Yield % from dividends | 0.82 | 2.01 | 41% |
| Returns for 1 year | 15.82 | 25.86 | 61% |
| Returns for 3 years | -0.26 | 21.48 | -1% |
| Returns for 5 years | 7.65 | 57.13 | 13% |
| Returns for 10 years | -19.20 | 109.18 | -18% |