Franklin Small Cap Value Fund (FRVLX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FRVLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FRVLX
FRVLX charges 1.00% annually. There are 54 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | FRVLX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | FRVLX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | FRVLX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | FRVLX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | FRVLX vs VSMVX |
Best Risk-Adjusted Alternatives to FRVLX
FRVLX has a PortfoliosLab risk / return rank of 55. There are 83 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | FRVLX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | FRVLX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | FRVLX vs WSCVX | |
| Aegis Value Fund | 89 | — | May 1998 | FRVLX vs AVALX | |
| First Eagle Small Cap Opportunity Fund | 88 | — | Apr 2021 | FRVLX vs FESCX |
Top Performing FRVLX Alternatives (YTD)
FRVLX is at 19.23% YTD. There are 55 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 33.00%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 33.00% | — | Dec 1996 | FRVLX vs MMEYX | |
| Royce Opportunity Fund | 29.82% | — | Nov 1996 | FRVLX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 29.72% | — | Apr 2021 | FRVLX vs FESCX | |
| Invesco Small Cap Value Fund | 29.12% | — | Jun 1999 | FRVLX vs VSCAX | |
| Walthausen Small Cap Value Fund | 27.05% | — | Feb 2008 | FRVLX vs WSCVX |
Lowest Volatility Alternatives to FRVLX
FRVLX has 18.56% 1-year volatility. There are 100 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.58% | — | Sep 2017 | FRVLX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.24% | — | Apr 2019 | FRVLX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.33% | — | Apr 1997 | FRVLX vs TASCX | |
| VELA Small Cap Fund | 14.35% | — | Sep 2020 | FRVLX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.48% | — | Mar 2007 | FRVLX vs ARSMX |
Lowest Drawdown Alternatives to FRVLX
FRVLX has a 1-year max drawdown of -12.04%. There are 106 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | FRVLX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | FRVLX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | FRVLX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | FRVLX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | FRVLX vs TSLTX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 14 | 6.36% | — | Jan 1968 | FRVLX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 28 | -11.18% | — | May 1969 | FRVLX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 84 | 4.75% | — | — | FRVLX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 19 | 3.38% | — | Apr 1948 | FRVLX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 24 | 15.55% | — | Jun 2011 | FRVLX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 26 | 4.48% | — | Jan 1987 | FRVLX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 5 | -0.42% | — | Aug 1997 | FRVLX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 6 | 0.99% | — | Oct 1983 | FRVLX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 89 | 4.88% | — | Aug 1997 | FRVLX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 24 | 3.11% | — | Mar 1970 | FRVLX vs SHAPX |
Often Compared With FRVLX
Investors most often compare FRVLX with MTCIX, SWSSX, MGRAX. These 19 comparison targets span 13 categories, based on PortfoliosLab usage data.
Compare FRVLX with Any Fund or Stock
Compare FRVLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FRVLX with funds that move differently
Franklin Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FRVLX.
Explore FRVLX Diversifiers