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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$38.69
Change-$1.13 (-2.84%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$65.39
Change-$0.53 (-0.80%)
VolumeN/A
CapitalizationN/A
FBSAX vs VMVIX Comparison Chart
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FBSAX vs. VMVIX commentary
Dec 19, 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 Hold and VMVIX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.8B vs. FBSAX (790M). VMVIX pays higher dividends than FBSAX: VMVIX (2.03) vs FBSAX (1.29). FBSAX was incepted earlier than VMVIX: FBSAX (24 years) vs VMVIX (18 years). FBSAX is a more actively managed with annual turnover of: 64.21 vs. VMVIX (22.00). 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 : 15.40 vs. FBSAX (11.53). VMVIX return over 5 years is better than : 40.88 vs. FBSAX (15.99).
| FBSAX | VMVIX | FBSAX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 11.136 | 14.787 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 32.8B | 2% |
| Annual Yield % from dividends | 1.29 | 2.03 | 64% |
| Returns for 1 year | 11.53 | 15.40 | 75% |
| Returns for 3 years | 11.37 | 14.45 | 79% |
| Returns for 5 years | 15.99 | 40.88 | 39% |
| Returns for 10 years | -6.34 | 89.09 | -7% |
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