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FMCVX vs VSCAX
FMCVX vs VSCAX Comparison
Open Charts FMCVX vs VSCAX
Franklin Mutual Small-Mid Cap Val R6
Price$24.79
Change+$0.04 (+0.16%)
VolumeN/A
Net Assets216.71M
Invesco Small Cap Value A
Price$27.14
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets8.84B
FMCVX vs VSCAX Comparison Chart in %
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FMCVX vs. VSCAX commentary
Jan 15, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.84B vs. FMCVX (217M). FMCVX pays higher dividends than VSCAX: FMCVX (0.63) vs VSCAX (0.25). 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: 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 : 13.42 vs. FMCVX (-0.89). VSCAX return over 5 years is better than : 60.33 vs. FMCVX (-9.65).
| 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 | 5.669 | 7.230 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217M | 8.84B | 2% |
| Annual Yield % from dividends | 0.63 | 0.25 | 251% |
| Returns for 1 year | -0.89 | 13.42 | -7% |
| Returns for 3 years | -11.93 | 49.33 | -24% |
| Returns for 5 years | -9.65 | 60.33 | -16% |
| Returns for 10 years | -2.81 | 99.03 | -3% |
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