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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$36.30
Change-$0.11 (-0.30%)
VolumeN/A
Net Assets740.26M
Vanguard Mid-Cap Value Index Admiral
Price$82.61
Change-$0.13 (-0.16%)
VolumeN/A
Net Assets29.07B
FBSAX vs VMVAX Comparison Chart
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FBSAX vs. VMVAX commentary
May 24, 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.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. FBSAX (740M). VMVAX pays higher dividends than FBSAX: VMVAX (2.40) vs FBSAX (1.46). 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: 37.84 vs. VMVAX (19.00). 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 : 4.10 vs. FBSAX (-0.90). VMVAX return over 5 years is better than : 77.99 vs. FBSAX (48.02).
| FBSAX | VMVAX | FBSAX / VMVAX | |
| Total Expense Ratio | 0.65 | 0.07 | 929% |
| Annual Report Gross Expense Ratio | 0.67 | 0.07 | 957% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -0.437 | -0.775 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 740M | 29.1B | 3% |
| Annual Yield % from dividends | 1.46 | 2.40 | 61% |
| Returns for 1 year | -0.90 | 4.10 | -22% |
| Returns for 3 years | 7.69 | 15.69 | 49% |
| Returns for 5 years | 48.02 | 77.99 | 62% |
| Returns for 10 years | -12.97 | 74.68 | -17% |
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