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 0.92, 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
Key characteristics
FSCCX:
1.02
FRVLX:
0.42
FSCCX:
1.61
FRVLX:
0.72
FSCCX:
1.20
FRVLX:
1.09
FSCCX:
1.78
FRVLX:
0.45
FSCCX:
4.51
FRVLX:
1.34
FSCCX:
4.19%
FRVLX:
6.08%
FSCCX:
18.51%
FRVLX:
19.52%
FSCCX:
-71.95%
FRVLX:
-61.82%
FSCCX:
-6.23%
FRVLX:
-11.64%
Returns By Period
In the year-to-date period, FSCCX achieves a 2.30% return, which is significantly lower than FRVLX's 2.88% return. Over the past 10 years, FSCCX has outperformed FRVLX with an annualized return of 6.31%, while FRVLX has yielded a comparatively lower 1.34% annualized return.
FSCCX
2.30%
-2.14%
7.99%
20.16%
8.99%
6.31%
FRVLX
2.88%
-1.18%
-0.04%
8.92%
4.42%
1.34%
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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.
Dividends
FSCCX vs. FRVLX - Dividend Comparison
FSCCX's dividend yield for the trailing twelve months is around 1.49%, more than FRVLX's 0.88% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSCCX Nuveen Small Cap Value Fund | 1.49% | 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 | 0.88% | 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 -71.95%, which is greater than FRVLX's maximum 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.
Volatility
FSCCX vs. FRVLX - Volatility Comparison
The current volatility for Nuveen Small Cap Value Fund (FSCCX) is 3.46%, while Franklin Small Cap Value Fund (FRVLX) has a volatility of 4.43%. This indicates that FSCCX experiences smaller price fluctuations and is considered to be less risky than FRVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.