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FRMCX vs VSCAX
FRMCX vs VSCAX Comparison
Open Charts FRMCX vs VSCAX
Franklin Mutual Small-Mid Cap Val A
Price$25.88
Change-$0.03 (-0.12%)
VolumeN/A
Net Assets212.55M
Invesco Small Cap Value A
Price$25.33
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets7.33B
FRMCX vs VSCAX Comparison Chart in %
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FRMCX vs. VSCAX commentary
Sep 09, 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 StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. FRMCX (213M). 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 (1.12). 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 : 15.41 vs. FRMCX (-9.95). VSCAX return over 5 years is better than : 121.06 vs. FRMCX (21.94).
| 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 | 6.196 | 7.741 | 80% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 7.33B | 3% |
| Annual Yield % from dividends | 0.47 | 0.32 | 144% |
| Returns for 1 year | -9.95 | 15.41 | -65% |
| Returns for 3 years | -3.46 | 40.62 | -9% |
| Returns for 5 years | 21.94 | 121.06 | 18% |
| Returns for 10 years | -18.30 | 39.52 | -46% |
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