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FBSAX vs VMVIX
FBSAX vs VMVIX Comparison
Open Charts FBSAX vs VMVIX
Franklin Mutual U.S. Mid Cap Value Adv
Price$39.01
Change+$0.09 (+0.23%)
VolumeN/A
Net Assets776.59M
Vanguard Mid-Cap Value Index Investor
Price$67.16
Change+$0.44 (+0.66%)
VolumeN/A
Net Assets30.57B
FBSAX vs VMVIX Comparison Chart in %
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FBSAX vs. VMVIX commentary
Jul 26, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.6B vs. FBSAX (777M). VMVIX pays higher dividends than FBSAX: VMVIX (2.14) vs FBSAX (1.36). FBSAX was incepted earlier than VMVIX: FBSAX (24 years) vs VMVIX (19 years). FBSAX (0.67) is less costly to investors than VMVIX (0.19). FBSAX is a more actively managed with annual turnover of: 37.84 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than FBSAX: VMVIX (3000) vs FBSAX (100000). VMVIX annual gain was more profitable for investors over the last year : 9.03 vs. FBSAX (3.92). VMVIX return over 5 years is better than : 70.61 vs. FBSAX (43.93).
| FBSAX | VMVIX | FBSAX / VMVIX | |
| Total Expense Ratio | 0.65 | 0.19 | 342% |
| Annual Report Gross Expense Ratio | 0.67 | 0.19 | 353% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 6.194 | 4.831 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 777M | 30.6B | 3% |
| Annual Yield % from dividends | 1.36 | 2.14 | 64% |
| Returns for 1 year | 3.92 | 9.03 | 43% |
| Returns for 3 years | 19.27 | 27.30 | 71% |
| Returns for 5 years | 43.93 | 70.61 | 62% |
| Returns for 10 years | -0.19 | 91.78 | -0% |
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