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FVRMX vs VSIAX
FVRMX vs VSIAX Comparison
Open Charts FVRMX vs VSIAX
Franklin Mutual Small-Mid Cap Val Adv
Price$32.57
Change-$0.28 (-0.85%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
FVRMX vs VSIAX Comparison Chart
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FVRMX vs. VSIAX commentary
Nov 18, 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: 57.6B vs. FVRMX (219M). 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 : 28.76 vs. FVRMX (20.84). VSIAX return over 5 years is better than : 57.44 vs. FVRMX (8.91).
| 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 | 13.643 | 15.498 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 57.6B | 0% |
| Annual Yield % from dividends | 0.82 | 2.01 | 41% |
| Returns for 1 year | 20.84 | 28.76 | 72% |
| Returns for 3 years | -4.59 | 13.29 | -35% |
| Returns for 5 years | 8.91 | 57.44 | 16% |
| Returns for 10 years | -14.85 | 108.79 | -14% |
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