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FRMCX vs VSCAX
FRMCX vs VSCAX Comparison
Open Charts FRMCX vs VSCAX
Franklin Mutual Small-Mid Cap Val A
Price$25.84
Change-$0.02 (-0.08%)
VolumeN/A
Net Assets211.59M
Invesco Small Cap Value A
Price$26.47
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets7.71B
FRMCX vs VSCAX Comparison Chart in %
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FRMCX vs. VSCAX commentary
Oct 07, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.71B vs. FRMCX (212M). FRMCX pays higher dividends than VSCAX: FRMCX (0.47) vs VSCAX (0.32). FRMCX was incepted earlier than VSCAX: FRMCX (30 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 (52.00). 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 : 7.81 vs. FRMCX (-14.32). VSCAX return over 5 years is better than : 117.03 vs. FRMCX (15.97).
| FRMCX | VSCAX | FRMCX / VSCAX | |
| Total Expense Ratio | 1.16 | 1.12 | 104% |
| Annual Report Gross Expense Ratio | 1.25 | 1.12 | 112% |
| Fund Existence | 30 years | 26 years | - |
| Gain YTD | 6.114 | 12.250 | 50% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 212M | 7.71B | 3% |
| Annual Yield % from dividends | 0.47 | 0.32 | 149% |
| Returns for 1 year | -14.32 | 7.81 | -183% |
| Returns for 3 years | 4.31 | 57.66 | 7% |
| Returns for 5 years | 15.97 | 117.03 | 14% |
| Returns for 10 years | -20.80 | 42.49 | -49% |
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