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FVRMX vs VISVX
FVRMX vs VISVX Comparison
Open Charts FVRMX vs VISVX
Franklin Mutual Small-Mid Cap Val Adv
Price$26.02
Change+$0.31 (+1.21%)
VolumeN/A
Net Assets209.49M
Vanguard Small Cap Value Index I
Price$50.20
Change+$0.55 (+1.11%)
VolumeN/A
Net Assets59.22B
FVRMX vs VISVX Comparison Chart in %
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FVRMX vs. VISVX commentary
Sep 29, 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 Buy and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. FVRMX (209M). 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 : 5.25 vs. FVRMX (-14.57). VISVX return over 5 years is better than : 96.62 vs. FVRMX (27.39).
| 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 | 5.004 | 5.884 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209M | 59.2B | 0% |
| Annual Yield % from dividends | 0.66 | 1.86 | 35% |
| Returns for 1 year | -14.57 | 5.25 | -278% |
| Returns for 3 years | 5.43 | 47.78 | 11% |
| Returns for 5 years | 27.39 | 96.62 | 28% |
| Returns for 10 years | -14.60 | 128.55 | -11% |
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