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FVRMX vs VSIIX
FVRMX vs VSIIX Comparison
Open Charts FVRMX vs VSIIX
Franklin Mutual Small-Mid Cap Val Adv
Price$32.57
Change-$0.28 (-0.85%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$49.71
Change-$0.34 (-0.68%)
VolumeN/A
CapitalizationN/A
FVRMX vs VSIIX Comparison Chart
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FVRMX vs. VSIIX 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 VSIIX is a Buy.
FUNDAMENTALS
Fundamentals
VSIIX has more cash in the bank: 57.6B vs. FVRMX (219M). VSIIX pays higher dividends than FVRMX: VSIIX (2.02) vs FVRMX (0.82). FVRMX was incepted earlier than VSIIX: FVRMX (19 years) vs VSIIX (25 years). FVRMX is a more actively managed with annual turnover of: 32.63 vs. VSIIX (16.00). FVRMX has a lower initial minimum investment than VSIIX: FVRMX (100000) vs VSIIX (5000000). VSIIX annual gain was more profitable for investors over the last year : 28.76 vs. FVRMX (20.84). VSIIX return over 5 years is better than : 57.48 vs. FVRMX (8.91).
| FVRMX | VSIIX | FVRMX / VSIIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 25 years | - |
| Gain YTD | 13.643 | 15.492 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 5000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 219M | 57.6B | 0% |
| Annual Yield % from dividends | 0.82 | 2.02 | 41% |
| Returns for 1 year | 20.84 | 28.76 | 72% |
| Returns for 3 years | -4.59 | 13.30 | -35% |
| Returns for 5 years | 8.91 | 57.48 | 16% |
| Returns for 10 years | -14.85 | 108.84 | -14% |
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