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FBSAX vs VMVAX
FBSAX vs VMVAX Comparison
Open Charts FBSAX vs VMVAX
Franklin Mutual U.S. Mid Cap Value Adv
Price$39.82
Change-$0.37 (-0.92%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.05
Change-$0.69 (-0.80%)
VolumeN/A
CapitalizationN/A
FBSAX vs VMVAX Comparison Chart
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FBSAX vs. VMVAX commentary
Dec 19, 2024
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 Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. FBSAX (798M). VMVAX pays higher dividends than FBSAX: VMVAX (2.14) vs FBSAX (1.29). FBSAX was incepted earlier than VMVAX: FBSAX (24 years) vs VMVAX (13 years). 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 : 15.41 vs. FBSAX (11.53). VMVAX return over 5 years is better than : 40.94 vs. FBSAX (15.99).
| FBSAX | VMVAX | FBSAX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 11.136 | 14.833 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 32.8B | 2% |
| Annual Yield % from dividends | 1.29 | 2.14 | 60% |
| Returns for 1 year | 11.53 | 15.41 | 75% |
| Returns for 3 years | 11.37 | 14.48 | 79% |
| Returns for 5 years | 15.99 | 40.94 | 39% |
| Returns for 10 years | -6.34 | 89.30 | -7% |
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