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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$40.85
Change-$0.13 (-0.32%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$87.94
Change-$0.20 (-0.23%)
VolumeN/A
CapitalizationN/A
FBSAX vs VMVAX Comparison Chart
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FBSAX vs. VMVAX commentary
Nov 18, 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. FBSAX (813M). 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 : 27.09 vs. FBSAX (23.56). VMVAX return over 5 years is better than : 47.45 vs. FBSAX (14.77).
| 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 | 14.011 | 17.355 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 30.9B | 3% |
| Annual Yield % from dividends | 1.29 | 2.14 | 60% |
| Returns for 1 year | 23.56 | 27.09 | 87% |
| Returns for 3 years | -3.24 | 13.54 | -24% |
| Returns for 5 years | 14.77 | 47.45 | 31% |
| Returns for 10 years | -18.65 | 96.84 | -19% |
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