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FRMCX vs VSCAX
FRMCX vs VSCAX Comparison
Open Charts FRMCX vs VSCAX
Franklin Mutual Small-Mid Cap Val A
Price$25.29
Change+$0.32 (+1.28%)
VolumeN/A
Net Assets208.94M
Invesco Small Cap Value A
Price$24.45
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets7.03B
FRMCX vs VSCAX Comparison Chart in %
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FRMCX vs. VSCAX commentary
Jul 28, 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: 7.03B vs. FRMCX (209M). FRMCX pays higher dividends than VSCAX: FRMCX (0.49) vs VSCAX (0.35). 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 : 5.38 vs. FRMCX (-14.94). VSCAX return over 5 years is better than : 124.82 vs. FRMCX (30.23).
| 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 | 3.775 | 3.998 | 94% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209M | 7.03B | 3% |
| Annual Yield % from dividends | 0.49 | 0.35 | 142% |
| Returns for 1 year | -14.94 | 5.38 | -278% |
| Returns for 3 years | -2.65 | 42.53 | -6% |
| Returns for 5 years | 30.23 | 124.82 | 24% |
| Returns for 10 years | -23.24 | 27.85 | -83% |
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