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FMCVX vs VSCAX
FMCVX vs VSCAX Comparison
Open Charts FMCVX vs VSCAX
Franklin Mutual Small-Mid Cap Val R6
Price$25.30
Change-$0.94 (-3.58%)
VolumeN/A
Net Assets220.4M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
FMCVX vs VSCAX Comparison Chart in %
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FMCVX vs. VSCAX commentary
Feb 05, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FMCVX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. FMCVX (220M). FMCVX pays higher dividends than VSCAX: FMCVX (0.60) vs VSCAX (0.23). FMCVX was incepted earlier than VSCAX: FMCVX (13 years) vs VSCAX (27 years). VSCAX (1.10) is less costly to investors than FMCVX (0.96). FMCVX is a more actively managed with annual turnover of: 104.36 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than FMCVX: VSCAX (1000) vs FMCVX (1000000). VSCAX annual gain was more profitable for investors over the last year : 18.26 vs. FMCVX (-0.24). VSCAX return over 5 years is better than : 68.92 vs. FMCVX (-12.18).
| FMCVX | VSCAX | FMCVX / VSCAX | |
| Total Expense Ratio | 0.88 | 1.10 | 80% |
| Annual Report Gross Expense Ratio | 0.96 | 1.10 | 87% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 7.843 | 12.643 | 62% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 9.42B | 2% |
| Annual Yield % from dividends | 0.60 | 0.23 | 260% |
| Returns for 1 year | -0.24 | 18.26 | -1% |
| Returns for 3 years | -13.39 | 51.27 | -26% |
| Returns for 5 years | -12.18 | 68.92 | -18% |
| Returns for 10 years | -0.20 | 108.32 | -0% |
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