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FMCVX vs VSCAX
FMCVX vs VSCAX Comparison
Open Charts FMCVX vs VSCAX
Franklin Mutual Small-Mid Cap Val R6
Price$25.83
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets206.93M
Invesco Small Cap Value A
Price$25.68
Change-$0.60 (-2.28%)
VolumeN/A
Net Assets7.75B
FMCVX vs VSCAX Comparison Chart in %
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FMCVX vs. VSCAX commentary
Nov 14, 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: 7.75B vs. FMCVX (207M). FMCVX pays higher dividends than VSCAX: FMCVX (0.73) vs VSCAX (0.32). FMCVX was incepted earlier than VSCAX: FMCVX (13 years) vs VSCAX (26 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 : -0.35 vs. FMCVX (-22.35). VSCAX return over 5 years is better than : 90.72 vs. FMCVX (5.97).
| 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 | 26 years | - |
| Gain YTD | 3.114 | 11.782 | 26% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 207M | 7.75B | 3% |
| Annual Yield % from dividends | 0.73 | 0.32 | 230% |
| Returns for 1 year | -22.35 | -0.35 | 6,395% |
| Returns for 3 years | -10.24 | 36.18 | -28% |
| Returns for 5 years | 5.97 | 90.72 | 7% |
| Returns for 10 years | -19.63 | 46.42 | -42% |
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