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% | 67.80B | Sep 2011 | FRVLX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | FRVLX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | FRVLX vs VRTVX |
Best Risk-Adjusted Alternatives to FRVLX
FRVLX has a PortfoliosLab risk / return rank of 78. There are 84 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 97.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 97 | — | Dec 1996 | FRVLX vs MMEYX | |
| Royce Special Equity Fund | 97 | — | May 1998 | FRVLX vs RYSEX | |
| Third Avenue Small Cap Value Fund | 96 | — | Apr 1997 | FRVLX vs TASCX | |
| PGIM Quant Solutions Small-Cap Value Fund | 96 | — | Jan 1993 | FRVLX vs TASVX | |
| Transamerica Small Cap Value | 96 | — | Jan 2003 | FRVLX vs TSLTX |
Top Performing FRVLX Alternatives (YTD)
FRVLX is at 24.04% YTD. There are 44 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 37.97%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 37.97% | — | Dec 1996 | FRVLX vs MMEYX | |
| Diamond Hill Small Cap Fund Class I | 29.57% | — | Dec 2000 | FRVLX vs DHSIX | |
| Royce Special Equity Fund | 29.51% | — | May 1998 | FRVLX vs RYSEX | |
| Diamond Hill Small Cap Fund | 29.35% | — | Dec 2000 | FRVLX vs DHSCX | |
| Columbia Select Small Cap Value Fund | 28.96% | — | Apr 1997 | FRVLX vs SSCVX |
Lowest Volatility Alternatives to FRVLX
FRVLX has 18.06% 1-year volatility. There are 100 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 4.48%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.48% | — | Apr 2019 | FRVLX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 13.95% | — | Apr 1997 | FRVLX vs TASCX | |
| VELA Small Cap Fund | 14.01% | — | Sep 2020 | FRVLX vs VESMX | |
| Pear Tree Polaris Small Cap Fund | 14.22% | — | Aug 1992 | FRVLX vs USBNX | |
| AMG River Road Small-Mid Cap Value Fund | 14.32% | — | Mar 2007 | FRVLX vs ARSMX |
Lowest Drawdown Alternatives to FRVLX
FRVLX has a 1-year max drawdown of -12.04%. There are 105 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 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 14 | 6.08% | — | Jan 1968 | FRVLX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 36 | -11.29% | — | May 1969 | FRVLX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 93 | 6.09% | — | — | FRVLX vs FKINX | |
| Franklin Growth Fund Class A | Large Cap Growth Equities | 30 | 8.02% | — | Apr 1948 | FRVLX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund Inc. | MLPs, Energy Equities | 35 | 20.28% | — | Jun 2011 | FRVLX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 45 | 8.71% | — | Jan 1987 | FRVLX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 10 | 3.40% | — | Aug 1997 | FRVLX vs SBLGX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 59 | 13.81% | — | Oct 1990 | FRVLX vs TFEQX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 95 | 6.27% | — | Aug 1997 | FRVLX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 8 | 1.74% | — | Oct 1983 | FRVLX vs SHRAX |
Often Compared With FRVLX
Investors most often compare FRVLX with MTCIX, MGRAX, SWSSX. 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