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FRMCX vs VSCAX
FRMCX vs VSCAX Comparison
Open Charts FRMCX vs VSCAX
Franklin Mutual Small-Mid Cap Val A
Price$23.36
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets193.59M
Invesco Small Cap Value A
Price$22.51
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets6.37B
FRMCX vs VSCAX Comparison Chart
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FRMCX vs. VSCAX commentary
Jun 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 Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.37B vs. FRMCX (194M). FRMCX pays higher dividends than VSCAX: FRMCX (0.51) vs VSCAX (0.37). 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 (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 : -2.24 vs. FRMCX (-15.51). VSCAX return over 5 years is better than : 90.33 vs. FRMCX (10.23).
| 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 | -4.268 | -4.679 | 91% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 6.37B | 3% |
| Annual Yield % from dividends | 0.51 | 0.37 | 139% |
| Returns for 1 year | -15.51 | -2.24 | 692% |
| Returns for 3 years | -13.20 | 15.89 | -83% |
| Returns for 5 years | 10.23 | 90.33 | 11% |
| Returns for 10 years | -32.59 | 9.86 | -330% |
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