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FVFRX vs VISVX
FVFRX vs VISVX Comparison
Open Charts FVFRX vs VISVX
Franklin Small Cap Value R
Price$56.41
Change+$0.67 (+1.20%)
VolumeN/A
Net Assets3.91B
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
FVFRX vs VISVX Comparison Chart in %
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FVFRX vs. VISVX commentary
Jul 27, 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 FVFRX is a StrongBuy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. FVFRX (3.92B). VISVX pays higher dividends than FVFRX: VISVX (1.99) vs FVFRX (0.61). FVFRX was incepted earlier than VISVX: FVFRX (23 years) vs VISVX (27 years). FVFRX (1.23) is less costly to investors than VISVX (0.19). FVFRX is a more actively managed with annual turnover of: 59.68 vs. VISVX (16.00). FVFRX has a lower initial minimum investment than VISVX: FVFRX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 5.54 vs. FVFRX (-2.97). VISVX return over 5 years is better than : 88.78 vs. FVFRX (39.87).
| FVFRX | VISVX | FVFRX / VISVX | |
| Total Expense Ratio | 1.22 | 0.19 | 642% |
| Annual Report Gross Expense Ratio | 1.23 | 0.19 | 647% |
| Fund Existence | 23 years | 27 years | - |
| Gain YTD | 2.192 | 2.868 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.92B | 55.6B | 7% |
| Annual Yield % from dividends | 0.61 | 1.99 | 31% |
| Returns for 1 year | -2.97 | 5.54 | -54% |
| Returns for 3 years | 17.62 | 30.99 | 57% |
| Returns for 5 years | 39.87 | 88.78 | 45% |
| Returns for 10 years | 10.71 | 102.36 | 10% |
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