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FVRMX vs VSCAX
FVRMX vs VSCAX Comparison
Open Charts FVRMX vs VSCAX
Franklin Mutual Small-Mid Cap Val Adv
Price$23.07
Change-$0.13 (-0.56%)
VolumeN/A
Net Assets188.02M
Invesco Small Cap Value A
Price$21.73
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets6.14B
FVRMX vs VSCAX Comparison Chart
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FVRMX vs. VSCAX commentary
May 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 FVRMX is a Buy and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.14B vs. FVRMX (188M). FVRMX pays higher dividends than VSCAX: FVRMX (0.75) vs VSCAX (0.39). 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 (40.00). 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 : -6.39 vs. FVRMX (-18.55). VSCAX return over 5 years is better than : 128.68 vs. FVRMX (23.24).
| 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 | -6.901 | -7.571 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 188M | 6.14B | 3% |
| Annual Yield % from dividends | 0.75 | 0.39 | 194% |
| Returns for 1 year | -18.55 | -6.39 | 290% |
| Returns for 3 years | -8.50 | 24.53 | -35% |
| Returns for 5 years | 23.24 | 128.68 | 18% |
| Returns for 10 years | -32.11 | 7.31 | -439% |