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FRMCX vs VSCAX
FRMCX vs VSCAX Comparison
Open Charts FRMCX vs VSCAX
Franklin Mutual Small-Mid Cap Val A
Price$25.32
Change+$0.23 (+0.92%)
VolumeN/A
Net Assets206.43M
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.51B
FRMCX vs VSCAX Comparison Chart in %
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FRMCX vs. VSCAX commentary
Oct 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 FRMCX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.51B vs. FRMCX (206M). FRMCX pays higher dividends than VSCAX: FRMCX (0.47) vs VSCAX (0.32). 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 : 2.33 vs. FRMCX (-18.37). VSCAX return over 5 years is better than : 106.26 vs. FRMCX (12.01).
| 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 | 3.898 | 8.932 | 44% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 7.51B | 3% |
| Annual Yield % from dividends | 0.47 | 0.32 | 149% |
| Returns for 1 year | -18.37 | 2.33 | -788% |
| Returns for 3 years | -1.79 | 49.64 | -4% |
| Returns for 5 years | 12.01 | 106.26 | 11% |
| Returns for 10 years | -21.72 | 39.02 | -56% |
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