FSCCX vs. FRVLX
Compare and contrast key facts about Nuveen Small Cap Value Fund (FSCCX) and Franklin Small Cap Value Fund (FRVLX).
FSCCX is managed by Nuveen. It was launched on Aug 1, 1994. FRVLX is managed by Franklin Templeton. It was launched on Mar 11, 1996.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSCCX or FRVLX.
Correlation
The correlation between FSCCX and FRVLX is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FSCCX vs. FRVLX - Performance Comparison
Loading data...
Key characteristics
FSCCX:
0.18
FRVLX:
-0.14
FSCCX:
0.43
FRVLX:
-0.02
FSCCX:
1.05
FRVLX:
1.00
FSCCX:
0.16
FRVLX:
-0.11
FSCCX:
0.47
FRVLX:
-0.30
FSCCX:
8.65%
FRVLX:
11.83%
FSCCX:
23.30%
FRVLX:
25.20%
FSCCX:
-58.34%
FRVLX:
-61.82%
FSCCX:
-11.95%
FRVLX:
-17.43%
Returns By Period
The year-to-date returns for both investments are quite close, with FSCCX having a -3.95% return and FRVLX slightly higher at -3.86%. Over the past 10 years, FSCCX has outperformed FRVLX with an annualized return of 5.81%, while FRVLX has yielded a comparatively lower 0.42% annualized return.
FSCCX
-3.95%
10.62%
-7.74%
4.21%
6.77%
15.75%
5.81%
FRVLX
-3.86%
12.06%
-13.63%
-3.43%
2.78%
8.67%
0.42%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSCCX vs. FRVLX - Expense Ratio Comparison
FSCCX has a 0.95% expense ratio, which is lower than FRVLX's 1.00% expense ratio.
Risk-Adjusted Performance
FSCCX vs. FRVLX — Risk-Adjusted Performance Rank
FSCCX
FRVLX
FSCCX vs. FRVLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuveen Small Cap Value Fund (FSCCX) and Franklin Small Cap Value Fund (FRVLX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Loading data...
Dividends
FSCCX vs. FRVLX - Dividend Comparison
FSCCX's dividend yield for the trailing twelve months is around 1.59%, more than FRVLX's 0.94% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCCX Nuveen Small Cap Value Fund | 1.59% | 1.53% | 1.02% | 1.24% | 0.52% | 0.54% | 1.15% | 1.00% | 0.65% | 0.60% | 0.30% | 0.62% |
FRVLX Franklin Small Cap Value Fund | 0.94% | 0.90% | 0.85% | 0.40% | 0.59% | 0.70% | 1.19% | 1.06% | 0.75% | 0.23% | 0.64% | 0.22% |
Drawdowns
FSCCX vs. FRVLX - Drawdown Comparison
The maximum FSCCX drawdown since its inception was -58.34%, smaller than the maximum FRVLX drawdown of -61.82%. Use the drawdown chart below to compare losses from any high point for FSCCX and FRVLX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
FSCCX vs. FRVLX - Volatility Comparison
Nuveen Small Cap Value Fund (FSCCX) and Franklin Small Cap Value Fund (FRVLX) have volatilities of 6.19% and 6.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...