Interact to see
Advertisement
Advertisement
FVRMX vs VSCAX
FVRMX vs VSCAX Comparison
Open Charts FVRMX vs VSCAX
Franklin Mutual Small-Mid Cap Val Adv
Price$25.02
Change+$0.31 (+1.25%)
VolumeN/A
Net Assets200.16M
Invesco Small Cap Value A
Price$23.87
Change+$0.36 (+1.53%)
VolumeN/A
Net Assets6.75B
FVRMX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FVRMX vs. VSCAX commentary
Aug 05, 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: 6.75B vs. FVRMX (200M). FVRMX pays higher dividends than VSCAX: FVRMX (0.68) vs VSCAX (0.34). 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 : 7.22 vs. FVRMX (-14.85). VSCAX return over 5 years is better than : 105.53 vs. FVRMX (19.66).
| 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 | -0.282 | 0.000 | - |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200M | 6.75B | 3% |
| Annual Yield % from dividends | 0.68 | 0.34 | 200% |
| Returns for 1 year | -14.85 | 7.22 | -206% |
| Returns for 3 years | -8.40 | 32.48 | -26% |
| Returns for 5 years | 19.66 | 105.53 | 19% |
| Returns for 10 years | -24.74 | 22.37 | -111% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers