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FVRMX vs VSCAX
FVRMX vs VSCAX Comparison
Open Charts FVRMX vs VSCAX
Franklin Mutual Small-Mid Cap Val Adv
Price$26.68
Change+$0.44 (+1.68%)
VolumeN/A
Net Assets210.85M
Invesco Small Cap Value A
Price$27.30
Change+$0.56 (+2.09%)
VolumeN/A
Net Assets7.9B
FVRMX vs VSCAX Comparison Chart in %
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FVRMX vs. VSCAX commentary
Dec 04, 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: 7.9B vs. FVRMX (211M). FVRMX pays higher dividends than VSCAX: FVRMX (0.65) vs VSCAX (0.31). FVRMX was incepted earlier than VSCAX: FVRMX (20 years) vs VSCAX (26 years). VSCAX (1.10) 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 : -0.15 vs. FVRMX (-21.58). VSCAX return over 5 years is better than : 80.13 vs. FVRMX (0.16).
| FVRMX | VSCAX | FVRMX / VSCAX | |
| Total Expense Ratio | 0.91 | 1.10 | 83% |
| Annual Report Gross Expense Ratio | 0.99 | 1.10 | 90% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 6.134 | 13.526 | 45% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211M | 7.9B | 3% |
| Annual Yield % from dividends | 0.65 | 0.31 | 212% |
| Returns for 1 year | -21.58 | -0.15 | 14,076% |
| Returns for 3 years | -9.35 | 35.94 | -26% |
| Returns for 5 years | 0.16 | 80.13 | 0% |
| Returns for 10 years | -20.77 | 42.28 | -49% |
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