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FVRMX vs VSCAX
FVRMX vs VSCAX Comparison
Open Charts FVRMX vs VSCAX
Franklin Mutual Small-Mid Cap Val Adv
Price$25.60
Change+$0.09 (+0.35%)
VolumeN/A
Net Assets213.39M
Invesco Small Cap Value A
Price$24.66
Change+$0.18 (+0.74%)
VolumeN/A
Net Assets6.72B
FVRMX vs VSCAX Comparison Chart
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FVRMX 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 FVRMX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.72B vs. FVRMX (213M). FVRMX pays higher dividends than VSCAX: FVRMX (0.82) vs VSCAX (0.48). FVRMX was incepted earlier than VSCAX: FVRMX (19 years) vs VSCAX (26 years). VSCAX is a more actively managed with annual turnover of: 51.00 vs. FVRMX (32.63). VSCAX has a lower initial minimum investment than FVRMX: VSCAX (1000) vs FVRMX (100000). VSCAX annual gain was more profitable for investors over the last year : 25.28 vs. FVRMX (-4.21). VSCAX return over 5 years is better than : 74.58 vs. FVRMX (0.85).
| FVRMX | VSCAX | FVRMX / VSCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | 3.309 | 4.892 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 213M | 6.72B | 3% |
| Annual Yield % from dividends | 0.82 | 0.48 | 172% |
| Returns for 1 year | -4.21 | 25.28 | -17% |
| Returns for 3 years | -7.53 | 30.32 | -25% |
| Returns for 5 years | 0.85 | 74.58 | 1% |
| Returns for 10 years | -22.26 | 35.60 | -63% |
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