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FRMCX vs VSCAX
FRMCX vs VSCAX Comparison
Open Charts FRMCX vs VSCAX
Franklin Mutual Small-Mid Cap Val A
Price$25.17
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets213.39M
Invesco Small Cap Value A
Price$24.66
Change+$0.18 (+0.74%)
VolumeN/A
Net Assets6.72B
FRMCX vs VSCAX Comparison Chart
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FRMCX vs. VSCAX commentary
Jan 19, 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: 6.72B 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 : 25.28 vs. FRMCX (-4.77). VSCAX return over 5 years is better than : 74.58 vs. FRMCX (-0.54).
| 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 | 3.283 | 4.892 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 6.72B | 3% |
| Annual Yield % from dividends | 0.61 | 0.48 | 129% |
| Returns for 1 year | -4.77 | 25.28 | -19% |
| Returns for 3 years | -8.41 | 30.32 | -28% |
| Returns for 5 years | -0.54 | 74.58 | -1% |
| Returns for 10 years | -24.10 | 35.60 | -68% |
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