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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$38.36
Change+$0.19 (+0.50%)
VolumeN/A
Net Assets763.25M
Vanguard Mid-Cap Value Index Admiral
Price$85.73
Change+$0.41 (+0.48%)
VolumeN/A
Net Assets30.57B
FBSAX vs VMVAX Comparison Chart in %
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FBSAX vs. VMVAX commentary
Jul 17, 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: 30.6B vs. FBSAX (763M). VMVAX pays higher dividends than FBSAX: VMVAX (2.26) vs FBSAX (1.36). 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 : 4.50 vs. FBSAX (1.17). VMVAX return over 5 years is better than : 66.91 vs. FBSAX (41.81).
| 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 | 4.147 | 1.901 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 30.6B | 2% |
| Annual Yield % from dividends | 1.36 | 2.26 | 60% |
| Returns for 1 year | 1.17 | 4.50 | 26% |
| Returns for 3 years | 20.83 | 27.01 | 77% |
| Returns for 5 years | 41.81 | 66.91 | 62% |
| Returns for 10 years | -4.23 | 84.06 | -5% |
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