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FRMCX vs VSCAX
FRMCX vs VSCAX Comparison
Open Charts FRMCX vs VSCAX
Franklin Mutual Small-Mid Cap Val A
Price$24.50
Change-$0.98 (-3.85%)
VolumeN/A
Net Assets220.4M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
FRMCX vs VSCAX Comparison Chart in %
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FRMCX vs. VSCAX commentary
Feb 05, 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 FRMCX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 9.42B vs. FRMCX (220M). FRMCX pays higher dividends than VSCAX: FRMCX (0.38) vs VSCAX (0.23). FRMCX was incepted earlier than VSCAX: FRMCX (30 years) vs VSCAX (27 years). FRMCX (1.25) is less costly to investors than VSCAX (1.10). FRMCX is a more actively managed with annual turnover of: 104.36 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 : 18.26 vs. FRMCX (-0.90). VSCAX return over 5 years is better than : 68.92 vs. FRMCX (-14.47).
| 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 | 27 years | - |
| Gain YTD | 7.835 | 12.643 | 62% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 9.42B | 2% |
| Annual Yield % from dividends | 0.38 | 0.23 | 165% |
| Returns for 1 year | -0.90 | 18.26 | -5% |
| Returns for 3 years | -15.05 | 51.27 | -29% |
| Returns for 5 years | -14.47 | 68.92 | -21% |
| Returns for 10 years | -4.04 | 108.32 | -4% |
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