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FVRMX vs VSCAX
FVRMX vs VSCAX Comparison
Open Charts FVRMX vs VSCAX
Franklin Mutual Small-Mid Cap Val Adv
Price$23.49
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets190.72M
Invesco Small Cap Value A
Price$22.00
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets6.25B
FVRMX vs VSCAX Comparison Chart
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FVRMX vs. VSCAX commentary
Jun 03, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.25B vs. FVRMX (191M). FVRMX pays higher dividends than VSCAX: FVRMX (0.72) vs VSCAX (0.37). 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 : -5.34 vs. FVRMX (-17.52). VSCAX return over 5 years is better than : 100.38 vs. FVRMX (16.59).
| 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 | -5.327 | -6.295 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 191M | 6.25B | 3% |
| Annual Yield % from dividends | 0.72 | 0.37 | 195% |
| Returns for 1 year | -17.52 | -5.34 | 328% |
| Returns for 3 years | -13.06 | 15.22 | -86% |
| Returns for 5 years | 16.59 | 100.38 | 17% |
| Returns for 10 years | -32.14 | 7.07 | -455% |
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