FVRMX
Price
$26.40
Change
+$0.06 (+0.23%)
Updated
Sep 5 closing price
Net Assets
212.66M
VSCAX
Price
$25.30
Change
+$0.15 (+0.60%)
Updated
Sep 5 closing price
Net Assets
7.33B
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FVRMX vs VSCAX

Header iconFVRMX vs VSCAX Comparison
Open Charts FVRMX vs VSCAXBanner chart's image
Franklin Mutual Small-Mid Cap Val Adv
Price$26.40
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets212.66M
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
FVRMX vs VSCAX Comparison Chart in %
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FVRMX vs. VSCAX commentary
Sep 08, 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.

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FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. FVRMX (213M). FVRMX pays higher dividends than VSCAX: FVRMX (0.66) vs VSCAX (0.32). 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 : 12.12 vs. FVRMX (-10.94). VSCAX return over 5 years is better than : 116.87 vs. FVRMX (22.21).
FVRMXVSCAXFVRMX / VSCAX
Total Expense Ratio0.911.1281%
Annual Report Gross Expense Ratio0.991.1288%
Fund Existence20 years26 years-
Gain YTD6.5387.61486%
Front LoadN/A6%-
Min. Initial Investment100000100010,000%
Min. Initial Investment IRAN/AN/A-
Net Assets213M7.33B3%
Annual Yield % from dividends0.660.32202%
Returns for 1 year-10.9412.12-90%
Returns for 3 years0.3246.811%
Returns for 5 years22.21116.8719%
Returns for 10 years-17.4836.89-47%
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