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FRMCX vs VSCAX
FRMCX vs VSCAX Comparison
Open Charts FRMCX vs VSCAX
Franklin Mutual Small-Mid Cap Val A
Price$26.18
Change+$0.44 (+1.71%)
VolumeN/A
Net Assets210.85M
Invesco Small Cap Value A
Price$27.30
Change+$0.56 (+2.09%)
VolumeN/A
Net Assets7.9B
FRMCX vs VSCAX Comparison Chart in %
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FRMCX vs. VSCAX commentary
Dec 04, 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: 7.9B vs. FRMCX (211M). FRMCX pays higher dividends than VSCAX: FRMCX (0.46) vs VSCAX (0.31). FRMCX was incepted earlier than VSCAX: FRMCX (30 years) vs VSCAX (26 years). FRMCX (1.25) is less costly to investors than VSCAX (1.10). FRMCX is a more actively managed with annual turnover of: 87.90 vs. VSCAX (52.00). 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 : -0.15 vs. FRMCX (-22.02). VSCAX return over 5 years is better than : 80.13 vs. FRMCX (-1.25).
| FRMCX | VSCAX | FRMCX / VSCAX | |
| Total Expense Ratio | 1.16 | 1.10 | 105% |
| Annual Report Gross Expense Ratio | 1.25 | 1.10 | 114% |
| Fund Existence | 30 years | 26 years | - |
| Gain YTD | 5.868 | 13.526 | 43% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211M | 7.9B | 3% |
| Annual Yield % from dividends | 0.46 | 0.31 | 151% |
| Returns for 1 year | -22.02 | -0.15 | 14,365% |
| Returns for 3 years | -10.22 | 35.94 | -28% |
| Returns for 5 years | -1.25 | 80.13 | -2% |
| Returns for 10 years | -22.68 | 42.28 | -54% |
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