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FVRMX vs VSCAX
FVRMX vs VSCAX Comparison
Open Charts FVRMX vs VSCAX
Franklin Mutual Small-Mid Cap Val Adv
Price$22.17
Change+$1.90 (+9.37%)
VolumeN/A
Net Assets165.59M
Invesco Small Cap Value A
Price$20.62
Change+$1.83 (+9.74%)
VolumeN/A
Net Assets5.29B
FVRMX vs VSCAX Comparison Chart
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FVRMX vs. VSCAX commentary
Apr 10, 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: 5.29B vs. FVRMX (166M). FVRMX pays higher dividends than VSCAX: FVRMX (0.72) vs VSCAX (0.37). FVRMX was incepted earlier than VSCAX: FVRMX (19 years) vs VSCAX (26 years). VSCAX (1.12) is less costly to investors than FVRMX (0.94). VSCAX is a more actively managed with annual turnover of: 40.00 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 : -15.52 vs. FVRMX (-27.35). VSCAX return over 5 years is better than : 116.74 vs. FVRMX (15.14).
| FVRMX | VSCAX | FVRMX / VSCAX | |
| Total Expense Ratio | 0.91 | 1.12 | 81% |
| Annual Report Gross Expense Ratio | 0.94 | 1.12 | 84% |
| Fund Existence | 19 years | 26 years | - |
| Gain YTD | -16.344 | -17.950 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 5.29B | 3% |
| Annual Yield % from dividends | 0.72 | 0.37 | 196% |
| Returns for 1 year | -27.35 | -15.52 | 176% |
| Returns for 3 years | -21.14 | 2.21 | -957% |
| Returns for 5 years | 15.14 | 116.74 | 13% |
| Returns for 10 years | -40.47 | -5.29 | 764% |
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