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FRMCX vs VSCAX
FRMCX vs VSCAX Comparison
Open Charts FRMCX vs VSCAX
Franklin Mutual Small-Mid Cap Val A
Price$24.45
Change-$0.11 (-0.45%)
VolumeN/A
Net Assets202.41M
Invesco Small Cap Value A
Price$23.74
Change-$0.16 (-0.67%)
VolumeN/A
Net Assets6.87B
FRMCX vs VSCAX Comparison Chart in %
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FRMCX vs. VSCAX commentary
Aug 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: 6.87B vs. FRMCX (202M). FRMCX pays higher dividends than VSCAX: FRMCX (0.48) vs VSCAX (0.34). 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 : 12.39 vs. FRMCX (-12.07). VSCAX return over 5 years is better than : 109.95 vs. FRMCX (16.37).
| 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 | 0.780 | 1.531 | 51% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 202M | 6.87B | 3% |
| Annual Yield % from dividends | 0.48 | 0.34 | 142% |
| Returns for 1 year | -12.07 | 12.39 | -97% |
| Returns for 3 years | -8.15 | 34.50 | -24% |
| Returns for 5 years | 16.37 | 109.95 | 15% |
| Returns for 10 years | -25.63 | 24.24 | -106% |
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