Ad is loading...
Ad is loading...
FBSIX vs VMVAX
FBSIX vs VMVAX Comparison
Open Charts FBSIX vs VMVAX
Franklin Mutual U.S. Mid Cap Value R6
Price$40.70
Change-$0.14 (-0.34%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$87.94
Change-$0.20 (-0.23%)
VolumeN/A
CapitalizationN/A
FBSIX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBSIX 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 FBSIX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. FBSIX (813M). VMVAX pays higher dividends than FBSIX: VMVAX (2.14) vs FBSIX (1.38). FBSIX was incepted earlier than VMVAX: FBSIX (12 years) vs VMVAX (13 years). FBSIX is a more actively managed with annual turnover of: 64.21 vs. VMVAX (22.00). VMVAX has a lower initial minimum investment than FBSIX: VMVAX (3000) vs FBSIX (1000000). VMVAX annual gain was more profitable for investors over the last year : 27.09 vs. FBSIX (23.63). VMVAX return over 5 years is better than : 47.45 vs. FBSIX (14.96).
| FBSIX | VMVAX | FBSIX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 14.070 | 17.355 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 30.9B | 3% |
| Annual Yield % from dividends | 1.38 | 2.14 | 65% |
| Returns for 1 year | 23.63 | 27.09 | 87% |
| Returns for 3 years | -3.15 | 13.54 | -23% |
| Returns for 5 years | 14.96 | 47.45 | 32% |
| Returns for 10 years | -18.62 | 96.84 | -19% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| TBLTX | 13.36 | -0.13 | -0.96% |
| Transamerica Balanced II I3 | |||
| SSCOX | 6.31 | -0.09 | -1.41% |
| Touchstone Small Company C | |||
| CGFCX | 69.21 | -1.16 | -1.65% |
| American Funds Growth Fund of Amer 529C | |||
| DFMLX | 37.69 | -0.99 | -2.56% |
| DF Dent Midcap Growth Institutional Plus | |||
| APDMX | 38.95 | -1.06 | -2.65% |
| Artisan Mid Cap Advisor | |||