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FVRMX vs VSCAX
FVRMX vs VSCAX Comparison
Open Charts FVRMX vs VSCAX
Franklin Mutual Small-Mid Cap Val Adv
Price$23.59
Change-$0.45 (-1.87%)
VolumeN/A
Net Assets195.59M
Invesco Small Cap Value A
Price$22.67
Change-$0.33 (-1.43%)
VolumeN/A
Net Assets6.55B
FVRMX vs VSCAX Comparison Chart
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FVRMX vs. VSCAX commentary
Jun 14, 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 Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.55B vs. FVRMX (196M). FVRMX pays higher dividends than VSCAX: FVRMX (0.72) vs VSCAX (0.37). 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 (40.00). 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 : 0.16 vs. FVRMX (-13.72). VSCAX return over 5 years is better than : 116.10 vs. FVRMX (21.37).
| 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 | -4.802 | -3.573 | 134% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 196M | 6.55B | 3% |
| Annual Yield % from dividends | 0.72 | 0.37 | 195% |
| Returns for 1 year | -13.72 | 0.16 | -8,777% |
| Returns for 3 years | -6.32 | 29.03 | -22% |
| Returns for 5 years | 21.37 | 116.10 | 18% |
| Returns for 10 years | -31.70 | 10.55 | -300% |
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