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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$36.11
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets736.22M
Vanguard Mid-Cap Value Index Admiral
Price$82.45
Change+$0.12 (+0.15%)
VolumeN/A
Net Assets29.07B
FBSIX vs VMVAX Comparison Chart
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FBSIX vs. VMVAX commentary
May 12, 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 FBSIX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.1B vs. FBSIX (736M). VMVAX pays higher dividends than FBSIX: VMVAX (2.40) vs FBSIX (1.55). FBSIX was incepted earlier than VMVAX: FBSIX (12 years) vs VMVAX (14 years). FBSIX (0.59) is less costly to investors than VMVAX (0.07). FBSIX is a more actively managed with annual turnover of: 37.84 vs. VMVAX (19.00). 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 : 3.63 vs. FBSIX (-0.94). VMVAX return over 5 years is better than : 76.66 vs. FBSIX (47.14).
| FBSIX | VMVAX | FBSIX / VMVAX | |
| Total Expense Ratio | 0.56 | 0.07 | 800% |
| Annual Report Gross Expense Ratio | 0.59 | 0.07 | 843% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -1.041 | -1.539 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 736M | 29.1B | 3% |
| Annual Yield % from dividends | 1.55 | 2.40 | 65% |
| Returns for 1 year | -0.94 | 3.63 | -26% |
| Returns for 3 years | 8.38 | 15.72 | 53% |
| Returns for 5 years | 47.14 | 76.66 | 61% |
| Returns for 10 years | -12.88 | 75.91 | -17% |
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