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FVRMX vs VISVX
FVRMX vs VISVX Comparison
Open Charts FVRMX vs VISVX
Franklin Mutual Small-Mid Cap Val Adv
Price$25.50
Change-$0.24 (-0.93%)
VolumeN/A
Net Assets205.98M
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
FVRMX vs VISVX Comparison Chart in %
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FVRMX vs. VISVX commentary
Aug 18, 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 Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. FVRMX (206M). VISVX pays higher dividends than FVRMX: VISVX (1.95) vs FVRMX (0.68). 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 : 6.61 vs. FVRMX (-13.55). VISVX return over 5 years is better than : 76.46 vs. FVRMX (17.78).
| FVRMX | VISVX | FVRMX / VISVX | |
| Total Expense Ratio | 0.91 | 0.19 | 479% |
| Annual Report Gross Expense Ratio | 0.99 | 0.19 | 521% |
| Fund Existence | 20 years | 27 years | - |
| Gain YTD | 2.906 | 2.657 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 56.4B | 0% |
| Annual Yield % from dividends | 0.68 | 1.95 | 35% |
| Returns for 1 year | -13.55 | 6.61 | -205% |
| Returns for 3 years | -10.38 | 19.23 | -54% |
| Returns for 5 years | 17.78 | 76.46 | 23% |
| Returns for 10 years | -23.51 | 99.26 | -24% |
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