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FMCVX vs VSCAX
FMCVX vs VSCAX Comparison
Open Charts FMCVX vs VSCAX
Franklin Mutual Small-Mid Cap Val R6
Price$26.55
Change-$0.06 (-0.23%)
VolumeN/A
Net Assets211.01M
Invesco Small Cap Value A
Price$25.31
Change+$0.16 (+0.64%)
VolumeN/A
Net Assets7.23B
FMCVX vs VSCAX Comparison Chart in %
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FMCVX vs. VSCAX commentary
Aug 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 FMCVX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.23B vs. FMCVX (211M). FMCVX pays higher dividends than VSCAX: FMCVX (0.75) vs VSCAX (0.34). 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 : 7.51 vs. FMCVX (-13.31). VSCAX return over 5 years is better than : 112.00 vs. FMCVX (22.60).
| 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 | 6.228 | 6.976 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 211M | 7.23B | 3% |
| Annual Yield % from dividends | 0.75 | 0.34 | 221% |
| Returns for 1 year | -13.31 | 7.51 | -177% |
| Returns for 3 years | -4.08 | 38.48 | -11% |
| Returns for 5 years | 22.60 | 112.00 | 20% |
| Returns for 10 years | -18.51 | 36.23 | -51% |
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