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FVRMX vs VSCAX
FVRMX vs VSCAX Comparison
Open Charts FVRMX vs VSCAX
Franklin Mutual Small-Mid Cap Val Adv
Price$25.44
Change-$0.26 (-1.01%)
VolumeN/A
Net Assets206.34M
Invesco Small Cap Value A
Price$24.05
Change-$0.23 (-0.95%)
VolumeN/A
Net Assets6.92B
FVRMX vs VSCAX Comparison Chart in %
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FVRMX vs. VSCAX commentary
Jul 14, 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 Buy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.92B vs. FVRMX (206M). FVRMX pays higher dividends than VSCAX: FVRMX (0.69) vs VSCAX (0.35). FVRMX was incepted earlier than VSCAX: FVRMX (20 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than FVRMX (0.99). FVRMX is a more actively managed with annual turnover of: 87.90 vs. VSCAX (52.00). 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 : 2.38 vs. FVRMX (-10.15). VSCAX return over 5 years is better than : 136.84 vs. FVRMX (33.66).
| FVRMX | VSCAX | FVRMX / VSCAX | |
| Total Expense Ratio | 0.91 | 1.12 | 81% |
| Annual Report Gross Expense Ratio | 0.99 | 1.12 | 88% |
| Fund Existence | 20 years | 26 years | - |
| Gain YTD | 2.663 | 2.297 | 116% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 206M | 6.92B | 3% |
| Annual Yield % from dividends | 0.69 | 0.35 | 200% |
| Returns for 1 year | -10.15 | 2.38 | -427% |
| Returns for 3 years | 1.98 | 47.78 | 4% |
| Returns for 5 years | 33.66 | 136.84 | 25% |
| Returns for 10 years | -25.35 | 19.58 | -129% |
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