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FRMCX vs VSCAX
FRMCX vs VSCAX Comparison
Open Charts FRMCX vs VSCAX
Franklin Mutual Small-Mid Cap Val A
Price$23.67
Change+$1.01 (+4.46%)
VolumeN/A
Net Assets188.02M
Invesco Small Cap Value A
Price$22.59
Change+$0.86 (+3.96%)
VolumeN/A
Net Assets6.14B
FRMCX vs VSCAX Comparison Chart
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FRMCX vs. VSCAX commentary
May 13, 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 FRMCX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.14B vs. FRMCX (188M). FRMCX pays higher dividends than VSCAX: FRMCX (0.53) vs VSCAX (0.39). FRMCX was incepted earlier than VSCAX: FRMCX (29 years) vs VSCAX (26 years). FRMCX (1.25) is less costly to investors than VSCAX (1.12). FRMCX is a more actively managed with annual turnover of: 87.90 vs. VSCAX (40.00). FRMCX (6%) and VSCAX (6%) have equivalent initial investment costs. FRMCX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : -6.27 vs. FRMCX (-18.88). VSCAX return over 5 years is better than : 159.11 vs. FRMCX (33.97).
| FRMCX | VSCAX | FRMCX / VSCAX | |
| Total Expense Ratio | 1.16 | 1.12 | 104% |
| Annual Report Gross Expense Ratio | 1.25 | 1.12 | 112% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | -7.017 | -7.571 | 93% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 6.14B | 3% |
| Annual Yield % from dividends | 0.53 | 0.39 | 138% |
| Returns for 1 year | -18.88 | -6.27 | 301% |
| Returns for 3 years | -10.56 | 22.86 | -46% |
| Returns for 5 years | 33.97 | 159.11 | 21% |
| Returns for 10 years | -34.27 | 6.17 | -555% |
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