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FVRMX vs VSCAX
FVRMX vs VSCAX Comparison
Open Charts FVRMX vs VSCAX
Franklin Mutual Small-Mid Cap Val Adv
Price$26.02
Change+$0.31 (+1.21%)
VolumeN/A
Net Assets209.49M
Invesco Small Cap Value A
Price$25.84
Change+$0.29 (+1.14%)
VolumeN/A
Net Assets7.46B
FVRMX vs VSCAX Comparison Chart in %
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FVRMX vs. VSCAX commentary
Sep 29, 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: 7.46B vs. FVRMX (209M). 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 : 6.52 vs. FVRMX (-14.57). VSCAX return over 5 years is better than : 140.21 vs. FVRMX (27.39).
| 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 | 5.004 | 9.911 | 50% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209M | 7.46B | 3% |
| Annual Yield % from dividends | 0.66 | 0.32 | 202% |
| Returns for 1 year | -14.57 | 6.52 | -224% |
| Returns for 3 years | 5.43 | 64.57 | 8% |
| Returns for 5 years | 27.39 | 140.21 | 20% |
| Returns for 10 years | -14.60 | 51.04 | -29% |
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