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FBSIX vs VMVAX
FBSIX vs VMVAX Comparison
Open Charts FBSIX vs VMVAX
Franklin Mutual U.S. Mid Cap Value R6
Price$40.38
Change+$0.09 (+0.22%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$88.10
Change-$0.02 (-0.02%)
VolumeN/A
CapitalizationN/A
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FBSIX vs VMVAX Comparison Chart
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FBSIX vs. VMVAX commentary
Oct 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 Buy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.2B vs. FBSIX (811M). VMVAX pays higher dividends than FBSIX: VMVAX (2.14) vs FBSIX (1.38). FBSIX was incepted earlier than VMVAX: FBSIX (11 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 : 29.27 vs. FBSIX (24.28). VMVAX return over 5 years is better than : 52.90 vs. FBSIX (19.10).
| FBSIX | VMVAX | FBSIX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 12.920 | 17.595 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 811M | 31.2B | 3% |
| Annual Yield % from dividends | 1.38 | 2.14 | 65% |
| Returns for 1 year | 24.28 | 29.27 | 83% |
| Returns for 3 years | -0.90 | 17.87 | -5% |
| Returns for 5 years | 19.10 | 52.90 | 36% |
| Returns for 10 years | -14.24 | 114.85 | -12% |
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