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FVRMX vs VSIAX
FVRMX vs VSIAX Comparison
Open Charts FVRMX vs VSIAX
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 Admiral
Price$89.97
Change+$0.98 (+1.10%)
VolumeN/A
Net Assets59.22B
FVRMX vs VSIAX Comparison Chart in %
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FVRMX vs. VSIAX 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.2B vs. FVRMX (209M). VSIAX pays higher dividends than FVRMX: VSIAX (1.97) vs FVRMX (0.66). FVRMX was incepted earlier than VSIAX: FVRMX (20 years) vs VSIAX (14 years). FVRMX (0.99) is less costly to investors than VSIAX (0.07). FVRMX is a more actively managed with annual turnover of: 87.90 vs. VSIAX (16.00). VSIAX has a lower initial minimum investment than FVRMX: VSIAX (3000) vs FVRMX (100000). VSIAX annual gain was more profitable for investors over the last year : 5.32 vs. FVRMX (-14.57). VSIAX return over 5 years is better than : 96.92 vs. FVRMX (27.39).
| FVRMX | VSIAX | FVRMX / VSIAX | |
| Total Expense Ratio | 0.91 | 0.07 | 1,300% |
| Annual Report Gross Expense Ratio | 0.99 | 0.07 | 1,414% |
| Fund Existence | 20 years | 14 years | - |
| Gain YTD | 5.004 | 5.942 | 84% |
| 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 | 1.97 | 33% |
| Returns for 1 year | -14.57 | 5.32 | -274% |
| Returns for 3 years | 5.43 | 47.93 | 11% |
| Returns for 5 years | 27.39 | 96.92 | 28% |
| Returns for 10 years | -14.60 | 129.26 | -11% |
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