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FMCVX vs VISVX
FMCVX vs VISVX Comparison
Open Charts FMCVX vs VISVX
Franklin Mutual Small-Mid Cap Val R6
Price$25.76
Change+$0.17 (+0.66%)
VolumeN/A
Net Assets206.13M
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
FMCVX vs VISVX Comparison Chart in %
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FMCVX vs. VISVX commentary
Jul 07, 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 FMCVX is a Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. FMCVX (206M). VISVX pays higher dividends than FMCVX: VISVX (1.99) vs FMCVX (0.76). FMCVX was incepted earlier than VISVX: FMCVX (12 years) vs VISVX (27 years). FMCVX (0.96) is less costly to investors than VISVX (0.19). FMCVX is a more actively managed with annual turnover of: 87.90 vs. VISVX (16.00). VISVX has a lower initial minimum investment than FMCVX: VISVX (3000) vs FMCVX (1000000). VISVX annual gain was more profitable for investors over the last year : 11.64 vs. FMCVX (-6.69). VISVX return over 5 years is better than : 94.00 vs. FMCVX (30.76).
| FMCVX | VISVX | FMCVX / VISVX | |
| Total Expense Ratio | 0.88 | 0.19 | 463% |
| Annual Report Gross Expense Ratio | 0.96 | 0.19 | 505% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 2.834 | 2.024 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 54B | 0% |
| Annual Yield % from dividends | 0.76 | 1.99 | 38% |
| Returns for 1 year | -6.69 | 11.64 | -58% |
| Returns for 3 years | 1.17 | 34.76 | 3% |
| Returns for 5 years | 30.76 | 94.00 | 33% |
| Returns for 10 years | -23.77 | 96.11 | -25% |
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