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FRMCX vs VSCAX
FRMCX vs VSCAX Comparison
Open Charts FRMCX vs VSCAX
Franklin Mutual Small-Mid Cap Val A
Price$20.76
Change-$1.03 (-4.73%)
VolumeN/A
Net Assets181.1M
Invesco Small Cap Value A
Price$19.58
Change-$1.04 (-5.04%)
VolumeN/A
Net Assets5.8B
FRMCX vs VSCAX Comparison Chart
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FRMCX vs. VSCAX commentary
Apr 12, 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: 5.8B vs. FRMCX (181M). FRMCX pays higher dividends than VSCAX: FRMCX (0.51) vs VSCAX (0.37). FRMCX was incepted earlier than VSCAX: FRMCX (29 years) vs VSCAX (26 years). FRMCX (1.19) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 40.00 vs. FRMCX (32.63). 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 : -8.01 vs. FRMCX (-20.89). VSCAX return over 5 years is better than : 131.69 vs. FRMCX (21.53).
| FRMCX | VSCAX | FRMCX / VSCAX | |
| Total Expense Ratio | 1.16 | 1.12 | 104% |
| Annual Report Gross Expense Ratio | 1.19 | 1.12 | 106% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | -10.587 | -12.293 | 86% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 181M | 5.8B | 3% |
| Annual Yield % from dividends | 0.51 | 0.37 | 140% |
| Returns for 1 year | -20.89 | -8.01 | 261% |
| Returns for 3 years | -15.96 | 9.71 | -164% |
| Returns for 5 years | 21.53 | 131.69 | 16% |
| Returns for 10 years | -37.98 | 1.28 | -2,956% |
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