Franklin MicroCap Value Fund (FRMCX) Alternatives
Franklin MicroCap Value Fund (FRMCX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FRMCX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FRMCX
FRMCX charges 1.23% annually. Among mutual funds in the Small Cap Value Equities category, these options have the lowest expense ratios among FRMCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | Jul 11, 2019 | FRMCX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | Dec 7, 1999 | FRMCX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | FRMCX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | Jul 13, 2012 | FRMCX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | Nov 19, 2014 | FRMCX vs VSMVX |
Best Risk-Adjusted Alternatives to FRMCX
Among mutual funds in the Small Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 98 | May 15, 1998 | FRMCX vs AVALX | |
| Brandes Small Cap Value Fund | 90 | Jan 2, 2018 | FRMCX vs BSCMX | |
| Third Avenue Small Cap Value Fund | 81 | Apr 1, 1997 | FRMCX vs TASCX | |
| Bridgeway Ultra Small Company Market Fund | 80 | Jul 31, 1997 | FRMCX vs BRSIX | |
| Victory Integrity Discovery Fund | 78 | Dec 26, 1996 | FRMCX vs MMEYX |
Top Performing FRMCX Alternatives (YTD)
FRMCX alternatives from the Small Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Aegis Value Fund | 13.53% | May 15, 1998 | FRMCX vs AVALX | |
| Hotchkis & Wiley Small Cap Value Fund | 7.19% | Sep 20, 1985 | FRMCX vs HWSIX | |
| Hotchkis & Wiley Small Cap Value Fund Class A | 7.13% | Jun 10, 2000 | FRMCX vs HWSAX | |
| North Star Dividend Fund | 7.11% | May 31, 2013 | FRMCX vs NSDVX | |
| Victory Integrity Discovery Fund | 6.96% | Dec 26, 1996 | FRMCX vs MMEYX |
Lowest Volatility Alternatives to FRMCX
FRMCX alternatives from the Small Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | 4.75% | Apr 30, 2019 | FRMCX vs PVCMX | |
| North Star Dividend Fund | 17.10% | May 31, 2013 | FRMCX vs NSDVX | |
| Royce Special Equity Fund | 18.16% | May 1, 1998 | FRMCX vs RYSEX | |
| AMG River Road Small-Mid Cap Value Fund | 18.46% | Mar 29, 2007 | FRMCX vs ARSMX | |
| Third Avenue Small Cap Value Fund | 18.59% | Apr 1, 1997 | FRMCX vs TASCX |
Lowest Drawdown Alternatives to FRMCX
FRMCX alternatives from the Small Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | Apr 30, 2019 | FRMCX vs PVCMX | |
| North Star Dividend Fund | -10.48% | May 31, 2013 | FRMCX vs NSDVX | |
| Royce Special Equity Fund | -10.97% | May 1, 1998 | FRMCX vs RYSEX | |
| Third Avenue Small Cap Value Fund | -12.12% | Apr 1, 1997 | FRMCX vs TASCX | |
| James Micro Cap Fund | -12.23% | Jul 1, 2010 | FRMCX vs JMCRX |
Other Mutual Funds from Franklin Templeton
Most popular Franklin Templeton mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities | 21 | -15.24% | Jan 2, 1968 | FRMCX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Precious Metals | 94 | -2.21% | May 18, 1969 | FRMCX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 82 | 2.15% | — | FRMCX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 30 | -8.53% | Apr 1, 1948 | FRMCX vs FKGRX | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | -4.58% | Jan 14, 1987 | FRMCX vs FRDPX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 42 | 20.88% | Jun 10, 2011 | FRMCX vs EMO | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 7 | -12.79% | Aug 29, 1997 | FRMCX vs SBLGX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 18 | -10.22% | Oct 24, 1983 | FRMCX vs SHRAX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 86 | 2.21% | Aug 28, 1997 | FRMCX vs FRIAX | |
| ClearBridge Appreciation Fund | Large Cap Blend Equities | 35 | -6.24% | Mar 10, 1970 | FRMCX vs SHAPX |
Often Compared With FRMCX
What investors most often compare with FRMCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| State Street SPDR S&P 500 ETF | S&P 500 | 64 | -4.37% | Jan 22, 1993 | FRMCX vs SPY | |
| T. Rowe Price Small-Cap Value Fund Class I | Small Cap Value Equities | 78 | 1.00% | Aug 28, 2015 | FRMCX vs PRVIX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | FRMCX vs VSCAX |
Compare FRMCX with Any Fund or Stock
Compare FRMCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.