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FRVLX vs VSCAX
FRVLX vs VSCAX Comparison
Open Charts FRVLX vs VSCAX
Franklin Small Cap Value A
Price$57.29
Change+$0.69 (+1.22%)
VolumeN/A
Net Assets3.91B
Invesco Small Cap Value A
Price$24.45
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets7.03B
FRVLX vs VSCAX Comparison Chart in %
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FRVLX vs. VSCAX commentary
Jul 27, 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 FRVLX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. FRVLX (3.92B). FRVLX pays higher dividends than VSCAX: FRVLX (0.87) vs VSCAX (0.35). FRVLX was incepted earlier than VSCAX: FRVLX (29 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than FRVLX (0.98). FRVLX is a more actively managed with annual turnover of: 59.68 vs. VSCAX (52.00). FRVLX (6%) and VSCAX (6%) have equivalent initial investment costs. FRVLX (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. FRVLX (-2.64). VSCAX return over 5 years is better than : 124.82 vs. FRVLX (41.43).
| FRVLX | VSCAX | FRVLX / VSCAX | |
| Total Expense Ratio | 0.97 | 1.12 | 87% |
| Annual Report Gross Expense Ratio | 0.98 | 1.12 | 87% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | 2.358 | 3.998 | 59% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.92B | 7.03B | 56% |
| Annual Yield % from dividends | 0.87 | 0.35 | 251% |
| Returns for 1 year | -2.64 | 5.38 | -49% |
| Returns for 3 years | 18.43 | 42.53 | 43% |
| Returns for 5 years | 41.43 | 124.82 | 33% |
| Returns for 10 years | 12.46 | 27.85 | 45% |
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