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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$37.41
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets722.76M
Vanguard Mid-Cap Value Index Admiral
Price$88.89
Change+$0.16 (+0.18%)
VolumeN/A
Net Assets31.8B
FBSAX vs VMVAX Comparison Chart in %
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FBSAX vs. VMVAX commentary
Nov 20, 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 Hold and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. FBSAX (723M). VMVAX pays higher dividends than FBSAX: VMVAX (2.20) vs FBSAX (1.36). FBSAX was incepted earlier than VMVAX: FBSAX (25 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 : 0.61 vs. FBSAX (-7.42). VMVAX return over 5 years is better than : 50.99 vs. FBSAX (19.14).
| FBSAX | VMVAX | FBSAX / VMVAX | |
| Total Expense Ratio | 0.65 | 0.07 | 929% |
| Annual Report Gross Expense Ratio | 0.67 | 0.07 | 957% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 2.101 | 6.005 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723M | 31.8B | 2% |
| Annual Yield % from dividends | 1.36 | 2.20 | 62% |
| Returns for 1 year | -7.42 | 0.61 | -1,215% |
| Returns for 3 years | 10.05 | 24.49 | 41% |
| Returns for 5 years | 19.14 | 50.99 | 38% |
| Returns for 10 years | -4.43 | 97.41 | -5% |
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