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FVRMX vs VSCAX
FVRMX vs VSCAX Comparison
Open Charts FVRMX vs VSCAX
Franklin Mutual Small-Mid Cap Val Adv
Price$25.50
Change-$0.24 (-0.93%)
VolumeN/A
Net Assets205.98M
Invesco Small Cap Value A
Price$24.37
Change-$0.23 (-0.93%)
VolumeN/A
Net Assets7.03B
FVRMX vs VSCAX Comparison Chart in %
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FVRMX vs. VSCAX commentary
Aug 18, 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 Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.03B vs. FVRMX (206M). FVRMX pays higher dividends than VSCAX: FVRMX (0.68) vs VSCAX (0.34). 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 : 6.49 vs. FVRMX (-13.55). VSCAX return over 5 years is better than : 105.42 vs. FVRMX (17.78).
| 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 | 2.906 | 3.658 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 7.03B | 3% |
| Annual Yield % from dividends | 0.68 | 0.34 | 200% |
| Returns for 1 year | -13.55 | 6.49 | -209% |
| Returns for 3 years | -10.38 | 30.98 | -33% |
| Returns for 5 years | 17.78 | 105.42 | 17% |
| Returns for 10 years | -23.51 | 26.84 | -88% |
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