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FMCVX vs VSCAX
FMCVX vs VSCAX Comparison
Open Charts FMCVX vs VSCAX
Franklin Mutual Small-Mid Cap Val R6
Price$25.85
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets205.98M
Invesco Small Cap Value A
Price$24.43
Change+$0.06 (+0.25%)
VolumeN/A
Net Assets7.03B
FMCVX vs VSCAX Comparison Chart in %
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FMCVX vs. VSCAX commentary
Aug 19, 2025
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: 7.03B vs. FMCVX (206M). FMCVX pays higher dividends than VSCAX: FMCVX (0.75) vs VSCAX (0.34). FMCVX was incepted earlier than VSCAX: FMCVX (12 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than FMCVX (0.96). FMCVX is a more actively managed with annual turnover of: 87.90 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 : 6.52 vs. FMCVX (-13.55). VSCAX return over 5 years is better than : 110.13 vs. FMCVX (20.07).
| FMCVX | VSCAX | FMCVX / VSCAX | |
| Total Expense Ratio | 0.88 | 1.12 | 79% |
| Annual Report Gross Expense Ratio | 0.96 | 1.12 | 86% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 3.194 | 3.913 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 7.03B | 3% |
| Annual Yield % from dividends | 0.75 | 0.34 | 221% |
| Returns for 1 year | -13.55 | 6.52 | -208% |
| Returns for 3 years | -8.95 | 32.92 | -27% |
| Returns for 5 years | 20.07 | 110.13 | 18% |
| Returns for 10 years | -20.22 | 34.49 | -59% |
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