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FRMCX vs VSCAX
FRMCX vs VSCAX Comparison
Open Charts FRMCX vs VSCAX
Franklin Mutual Small-Mid Cap Val A
Price$23.17
Change-$0.44 (-1.86%)
VolumeN/A
Net Assets195.59M
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.55B
FRMCX vs VSCAX Comparison Chart
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FRMCX vs. VSCAX commentary
Jun 15, 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 FRMCX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.55B vs. FRMCX (196M). FRMCX pays higher dividends than VSCAX: FRMCX (0.51) vs VSCAX (0.37). FRMCX was incepted earlier than VSCAX: FRMCX (30 years) vs VSCAX (26 years). FRMCX (1.25) is less costly to investors than VSCAX (1.12). FRMCX is a more actively managed with annual turnover of: 87.90 vs. VSCAX (40.00). FRMCX (6%) and VSCAX (6%) have equivalent initial investment costs. FRMCX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 0.16 vs. FRMCX (-14.21). VSCAX return over 5 years is better than : 116.10 vs. FRMCX (19.68).
| FRMCX | VSCAX | FRMCX / VSCAX | |
| Total Expense Ratio | 1.16 | 1.12 | 104% |
| Annual Report Gross Expense Ratio | 1.25 | 1.12 | 112% |
| Fund Existence | 30 years | 26 years | - |
| Gain YTD | -4.924 | -3.573 | 138% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196M | 6.55B | 3% |
| Annual Yield % from dividends | 0.51 | 0.37 | 139% |
| Returns for 1 year | -14.21 | 0.16 | -9,090% |
| Returns for 3 years | -7.21 | 29.03 | -25% |
| Returns for 5 years | 19.68 | 116.10 | 17% |
| Returns for 10 years | -33.34 | 10.55 | -316% |
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