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FVRMX vs VSCAX
FVRMX vs VSCAX Comparison
Open Charts FVRMX vs VSCAX
Franklin Mutual Small-Mid Cap Val Adv
Price$25.75
Change+$0.32 (+1.26%)
VolumeN/A
Net Assets208.94M
Invesco Small Cap Value A
Price$24.45
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets7.03B
FVRMX vs VSCAX Comparison Chart in %
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FVRMX 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 FVRMX is a StrongBuy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. FVRMX (209M). FVRMX pays higher dividends than VSCAX: FVRMX (0.69) vs VSCAX (0.35). FVRMX was incepted earlier than VSCAX: FVRMX (20 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than FVRMX (0.99). FVRMX is a more actively managed with annual turnover of: 87.90 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than FVRMX: VSCAX (1000) vs FVRMX (100000). VSCAX annual gain was more profitable for investors over the last year : 5.38 vs. FVRMX (-14.48). VSCAX return over 5 years is better than : 124.82 vs. FVRMX (32.02).
| FVRMX | VSCAX | FVRMX / VSCAX | |
| Total Expense Ratio | 0.91 | 1.12 | 81% |
| Annual Report Gross Expense Ratio | 0.99 | 1.12 | 88% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 3.914 | 3.998 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209M | 7.03B | 3% |
| Annual Yield % from dividends | 0.69 | 0.35 | 200% |
| Returns for 1 year | -14.48 | 5.38 | -269% |
| Returns for 3 years | -1.74 | 42.53 | -4% |
| Returns for 5 years | 32.02 | 124.82 | 26% |
| Returns for 10 years | -21.36 | 27.85 | -77% |
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