FBSAX
Price
$35.17
Change
+$0.47 (+1.35%)
Updated
Apr 24 closing price
Net Assets
708.34M
VMVAX
Price
$80.42
Change
+$1.08 (+1.36%)
Updated
Apr 24 closing price
Net Assets
29.86B
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FBSAX vs VMVAX

Header iconFBSAX vs VMVAX Comparison
Open Charts FBSAX vs VMVAXBanner chart's image
Franklin Mutual U.S. Mid Cap Value Adv
Price$35.17
Change+$0.47 (+1.35%)
VolumeN/A
Net Assets708.34M
Vanguard Mid-Cap Value Index Admiral
Price$80.42
Change+$1.08 (+1.36%)
VolumeN/A
Net Assets29.86B
FBSAX vs VMVAX Comparison Chart
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FBSAX vs. VMVAX commentary
Apr 26, 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 FBSAX is a Buy and VMVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. FBSAX (708M). VMVAX pays higher dividends than FBSAX: VMVAX (2.33) vs FBSAX (1.42). FBSAX was incepted earlier than VMVAX: FBSAX (24 years) vs VMVAX (14 years). FBSAX (0.67) is less costly to investors than VMVAX (0.07). FBSAX is a more actively managed with annual turnover of: 64.21 vs. VMVAX (22.00). VMVAX has a lower initial minimum investment than FBSAX: VMVAX (3000) vs FBSAX (100000). VMVAX annual gain was more profitable for investors over the last year : 2.10 vs. FBSAX (-4.01). VMVAX return over 5 years is better than : 76.23 vs. FBSAX (46.94).
FBSAXVMVAXFBSAX / VMVAX
Total Expense Ratio0.650.07929%
Annual Report Gross Expense Ratio0.670.07957%
Fund Existence24 years14 years-
Gain YTD-5.321-5.253101%
Front LoadN/AN/A-
Min. Initial Investment10000030003,333%
Min. Initial Investment IRAN/AN/A-
Net Assets708M29.9B2%
Annual Yield % from dividends1.422.3361%
Returns for 1 year-4.012.10-191%
Returns for 3 years-2.844.97-57%
Returns for 5 years46.9476.2362%
Returns for 10 years-16.3269.17-24%
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