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FVFRX vs VSCAX
FVFRX vs VSCAX Comparison
Open Charts FVFRX vs VSCAX
Franklin Small Cap Value R
Price$56.41
Change+$0.67 (+1.20%)
VolumeN/A
Net Assets3.91B
Invesco Small Cap Value A
Price$24.45
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets7.03B
FVFRX vs VSCAX Comparison Chart in %
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FVFRX 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 FVFRX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. FVFRX (3.92B). FVFRX pays higher dividends than VSCAX: FVFRX (0.61) vs VSCAX (0.35). FVFRX was incepted earlier than VSCAX: FVFRX (23 years) vs VSCAX (26 years). FVFRX (1.23) is less costly to investors than VSCAX (1.12). FVFRX is a more actively managed with annual turnover of: 59.68 vs. VSCAX (52.00). FVFRX (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. FVFRX (-2.97). VSCAX return over 5 years is better than : 124.82 vs. FVFRX (39.87).
| FVFRX | VSCAX | FVFRX / VSCAX | |
| Total Expense Ratio | 1.22 | 1.12 | 109% |
| Annual Report Gross Expense Ratio | 1.23 | 1.12 | 110% |
| Fund Existence | 23 years | 26 years | - |
| Gain YTD | 2.192 | 3.998 | 55% |
| Front Load | N/A | 6% | - |
| 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 | 0.61 | 0.35 | 178% |
| Returns for 1 year | -2.97 | 5.38 | -55% |
| Returns for 3 years | 17.62 | 42.53 | 41% |
| Returns for 5 years | 39.87 | 124.82 | 32% |
| Returns for 10 years | 10.71 | 27.85 | 38% |
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