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FRMCX vs VSCAX
FRMCX vs VSCAX Comparison
Open Charts FRMCX vs VSCAX
Franklin Mutual Small-Mid Cap Val A
Price$24.56
Change-$0.66 (-2.62%)
VolumeN/A
Net Assets212.77M
Invesco Small Cap Value A
Price$23.70
Change-$0.72 (-2.95%)
VolumeN/A
Net Assets6.59B
FRMCX vs VSCAX Comparison Chart
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FRMCX vs. VSCAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.59B vs. FRMCX (213M). FRMCX pays higher dividends than VSCAX: FRMCX (0.61) vs VSCAX (0.48). FRMCX was incepted earlier than VSCAX: FRMCX (29 years) vs VSCAX (26 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. FRMCX (32.63). FRMCX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 18.36 vs. FRMCX (-6.31). VSCAX return over 5 years is better than : 79.27 vs. FRMCX (2.99).
| FRMCX | VSCAX | FRMCX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | 3.488 | 3.871 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 6.59B | 3% |
| Annual Yield % from dividends | 0.61 | 0.48 | 129% |
| Returns for 1 year | -6.31 | 18.36 | -34% |
| Returns for 3 years | -5.51 | 31.04 | -18% |
| Returns for 5 years | 2.99 | 79.27 | 4% |
| Returns for 10 years | -24.80 | 21.13 | -117% |