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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$35.32
Change-$1.90 (-5.10%)
VolumeN/A
Net Assets763.27M
Vanguard Mid-Cap Value Index Admiral
Price$80.20
Change-$3.75 (-4.47%)
VolumeN/A
Net Assets30.85B
FBSAX vs VMVAX Comparison Chart
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FBSAX vs. VMVAX commentary
Apr 05, 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: 30.8B vs. FBSAX (763M). 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 : 5.64 vs. FBSAX (-0.09). VMVAX return over 5 years is better than : 116.47 vs. FBSAX (76.63).
| 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 | 1.555 | 0.252 | 617% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 30.8B | 2% |
| Annual Yield % from dividends | 1.42 | 2.33 | 61% |
| Returns for 1 year | -0.09 | 5.64 | -2% |
| Returns for 3 years | 1.73 | 8.98 | 19% |
| Returns for 5 years | 76.63 | 116.47 | 66% |
| Returns for 10 years | -9.63 | 78.55 | -12% |
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