FVRMX
Price
$26.40
Change
+$0.06 (+0.23%)
Updated
Sep 5 closing price
Net Assets
212.66M
VISVX
Price
$50.57
Change
+$0.21 (+0.42%)
Updated
Sep 5 closing price
Net Assets
59.22B
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FVRMX vs VISVX

Header iconFVRMX vs VISVX Comparison
Open Charts FVRMX vs VISVXBanner chart's image
Franklin Mutual Small-Mid Cap Val Adv
Price$26.40
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets212.66M
Vanguard Small Cap Value Index I
Price$50.57
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets59.22B
FVRMX vs VISVX Comparison Chart in %
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FVRMX vs. VISVX commentary
Sep 08, 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 FVRMX is a StrongBuy and VISVX is a Buy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. FVRMX (213M). VISVX pays higher dividends than FVRMX: VISVX (1.86) vs FVRMX (0.66). FVRMX was incepted earlier than VISVX: FVRMX (20 years) vs VISVX (27 years). FVRMX (0.99) is less costly to investors than VISVX (0.19). FVRMX is a more actively managed with annual turnover of: 87.90 vs. VISVX (16.00). VISVX has a lower initial minimum investment than FVRMX: VISVX (3000) vs FVRMX (100000). VISVX annual gain was more profitable for investors over the last year : 10.19 vs. FVRMX (-10.94). VISVX return over 5 years is better than : 86.20 vs. FVRMX (22.21).
FVRMXVISVXFVRMX / VISVX
Total Expense Ratio0.910.19479%
Annual Report Gross Expense Ratio0.990.19521%
Fund Existence20 years27 years-
Gain YTD6.5386.66598%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets213M59.2B0%
Annual Yield % from dividends0.661.8635%
Returns for 1 year-10.9410.19-107%
Returns for 3 years0.3236.581%
Returns for 5 years22.2186.2026%
Returns for 10 years-17.48117.42-15%
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