Interact to see
Advertisement
Advertisement
FMCVX vs VSCAX
FMCVX vs VSCAX Comparison
Open Charts FMCVX vs VSCAX
Franklin Mutual Small-Mid Cap Val R6
Price$26.49
Change+$0.18 (+0.68%)
VolumeN/A
Net Assets208.74M
Invesco Small Cap Value A
Price$26.34
Change+$0.28 (+1.07%)
VolumeN/A
Net Assets7.61B
FMCVX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FMCVX vs. VSCAX commentary
Oct 09, 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 FMCVX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.61B vs. FMCVX (209M). FMCVX pays higher dividends than VSCAX: FMCVX (0.73) vs VSCAX (0.32). FMCVX was incepted earlier than VSCAX: FMCVX (12 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than FMCVX (0.96). FMCVX is a more actively managed with annual turnover of: 87.90 vs. VSCAX (52.00). VSCAX has a lower initial minimum investment than FMCVX: VSCAX (1000) vs FMCVX (1000000). VSCAX annual gain was more profitable for investors over the last year : 9.03 vs. FMCVX (-13.78). VSCAX return over 5 years is better than : 112.98 vs. FMCVX (15.44).
| FMCVX | VSCAX | FMCVX / VSCAX | |
| Total Expense Ratio | 0.88 | 1.12 | 79% |
| Annual Report Gross Expense Ratio | 0.96 | 1.12 | 86% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 5.030 | 12.037 | 42% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209M | 7.61B | 3% |
| Annual Yield % from dividends | 0.73 | 0.32 | 231% |
| Returns for 1 year | -13.78 | 9.03 | -153% |
| Returns for 3 years | 4.42 | 57.36 | 8% |
| Returns for 5 years | 15.44 | 112.98 | 14% |
| Returns for 10 years | -18.85 | 42.22 | -45% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers