Franklin Small Cap Value Fund (FRVLX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to FRVLX
FRVLX charges 1.00% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among FRVLX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | FRVLX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | FRVLX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | FRVLX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | FRVLX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | FRVLX vs VSMVX |
Best Risk-Adjusted Alternatives to FRVLX
Among mutual funds in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | FRVLX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | FRVLX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | FRVLX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | FRVLX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | FRVLX vs MMEYX |
Top Performing FRVLX Alternatives (YTD)
FRVLX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | FRVLX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | FRVLX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | FRVLX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | FRVLX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | FRVLX vs MMEYX |
Lowest Volatility Alternatives to FRVLX
FRVLX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | FRVLX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | FRVLX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | FRVLX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | FRVLX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | FRVLX vs TASCX |
Lowest Drawdown Alternatives to FRVLX
FRVLX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | FRVLX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | FRVLX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | FRVLX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | FRVLX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | FRVLX vs JMCRX |
Other Mutual Funds from Franklin Templeton
Most popular Franklin Templeton mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 21 | -15.24% | Jan 2, 1968 | FRVLX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 94 | -2.21% | May 18, 1969 | FRVLX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 2.15% | — | FRVLX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | -8.53% | Apr 1, 1948 | FRVLX vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | -4.58% | Jan 14, 1987 | FRVLX vs FRDPX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 20.88% | Jun 10, 2011 | FRVLX vs EMO | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | -12.79% | Aug 29, 1997 | FRVLX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 18 | -10.22% | Oct 24, 1983 | FRVLX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 2.21% | Aug 28, 1997 | FRVLX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 35 | -6.24% | Mar 10, 1970 | FRVLX vs SHAPX |
Often Compared With FRVLX
What investors most often compare with FRVLX, 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.