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FVRMX vs VSCAX
FVRMX vs VSCAX Comparison
Open Charts FVRMX vs VSCAX
Franklin Mutual Small-Mid Cap Val Adv
Price$24.99
Change-$0.97 (-3.74%)
VolumeN/A
Net Assets220.4M
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
FVRMX vs VSCAX Comparison Chart in %
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FVRMX vs. VSCAX commentary
Feb 05, 2026
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: 9.42B vs. FVRMX (220M). FVRMX pays higher dividends than VSCAX: FVRMX (0.58) vs VSCAX (0.23). FVRMX was incepted earlier than VSCAX: FVRMX (20 years) vs VSCAX (27 years). VSCAX (1.10) is less costly to investors than FVRMX (0.99). FVRMX is a more actively managed with annual turnover of: 104.36 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 : 18.26 vs. FVRMX (-0.43). VSCAX return over 5 years is better than : 68.92 vs. FVRMX (-12.90).
| 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 | 27 years | - |
| Gain YTD | 7.855 | 12.643 | 62% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220M | 9.42B | 2% |
| Annual Yield % from dividends | 0.58 | 0.23 | 253% |
| Returns for 1 year | -0.43 | 18.26 | -2% |
| Returns for 3 years | -13.87 | 51.27 | -27% |
| Returns for 5 years | -12.90 | 68.92 | -19% |
| Returns for 10 years | -1.49 | 108.32 | -1% |
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