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 a closer substitute for your current allocation.
Cheapest Alternatives to FRMCX
FRMCX charges 1.23% annually. There are 89 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | FRMCX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | FRMCX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | FRMCX vs VSIAX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | FRMCX vs VRTVX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | FRMCX vs VSMVX |
Best Risk-Adjusted Alternatives to FRMCX
FRMCX has a PortfoliosLab risk / return rank of 24. There are 112 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Aegis Value Fund | 92 | — | May 1998 | FRMCX vs AVALX | |
| Victory Integrity Discovery Fund | 90 | — | Dec 1996 | FRMCX vs MMEYX | |
| Transamerica Small Cap Value | 89 | — | Jan 2003 | FRMCX vs TSLTX | |
| VY Columbia Small Cap Value II Portfolio | 88 | — | Apr 2006 | FRMCX vs ICISX | |
| Third Avenue Small Cap Value Fund | 88 | — | Apr 1997 | FRMCX vs TASCX |
Top Performing FRMCX Alternatives (YTD)
FRMCX is at 13.20% YTD. There are 114 mutual funds in the Small Cap Value Equities category with higher YTD returns, going as high as 34.15%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 34.15% | — | Dec 1996 | FRMCX vs MMEYX | |
| Royce Opportunity Fund | 29.76% | — | Nov 1996 | FRMCX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 28.17% | — | Apr 2021 | FRMCX vs FESCX | |
| Invesco Small Cap Value Fund | 27.26% | — | Jun 1999 | FRMCX vs VSCAX | |
| Fidelity Advisor Small Cap Value Fund Class Z | 26.59% | — | Oct 2018 | FRMCX vs FIKNX |
Lowest Volatility Alternatives to FRMCX
FRMCX has 18.46% 1-year volatility. There are 103 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.66%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.66% | — | Sep 2017 | FRMCX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.33% | — | Apr 2019 | FRMCX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.18% | — | Apr 1997 | FRMCX vs TASCX | |
| VELA Small Cap Fund | 14.25% | — | Sep 2020 | FRMCX vs VESMX | |
| Royce Special Equity Fund | 14.26% | — | May 1998 | FRMCX vs RYSEX |
Lowest Drawdown Alternatives to FRMCX
FRMCX has a 1-year max drawdown of -13.52%. There are 115 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | FRMCX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | FRMCX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | FRMCX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | FRMCX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | FRMCX vs TSLTX |
Other Mutual Funds from Franklin Templeton
The 10 most viewed Franklin Templeton mutual funds shown here include FKDNX, FKRCX, FKINX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Franklin DynaTech Fund | Large Cap Growth Equities, Technology Equities | 15 | 8.66% | — | Jan 1968 | FRMCX vs FKDNX | |
| Franklin Gold and Precious Metals Fund | Gold, Precious Metals | 31 | -10.42% | — | May 1969 | FRMCX vs FKRCX | |
| Franklin Income Fund Class A1 | Diversified Portfolio | 81 | 4.80% | — | — | FRMCX vs FKINX | |
| Franklin Growth Fund | Large Cap Growth Equities | 23 | 6.41% | — | Apr 1948 | FRMCX vs FKGRX | |
| ClearBridge Energy Midstream Opportunity Fund | MLPs, Energy Equities | 40 | 21.54% | — | Jun 2011 | FRMCX vs EMO | |
| Franklin Rising Dividends Fund | Large Cap Blend Equities | 28 | 6.04% | — | Jan 1987 | FRMCX vs FRDPX | |
| ClearBridge Large Cap Growth Fund | Large Cap Growth Equities | 8 | 4.20% | — | Aug 1997 | FRMCX vs SBLGX | |
| Franklin Income Fund Advisor Class | Diversified Portfolio | 87 | 4.94% | — | Aug 1997 | FRMCX vs FRIAX | |
| ClearBridge Aggressive Growth Fund | Large Cap Blend Equities | 8 | 3.28% | — | Oct 1983 | FRMCX vs SHRAX | |
| Templeton Institutional Fund International Equity ... | Foreign Large Cap Equities | 48 | 14.88% | — | Oct 1990 | FRMCX vs TFEQX |
Often Compared With FRMCX
Investors most often compare FRMCX with SPY, JMCRX, ARSMX. These 18 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare FRMCX with Any Fund or Stock
Compare FRMCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FRMCX with funds that move differently
Franklin MicroCap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FRMCX.
Explore FRMCX Diversifiers