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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$38.01
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets775.2M
Vanguard Mid-Cap Value Index Admiral
Price$85.73
Change+$0.41 (+0.48%)
VolumeN/A
Net Assets30.57B
FBSIX vs VMVAX Comparison Chart in %
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FBSIX vs. VMVAX commentary
Jul 17, 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: 30.6B vs. FBSIX (775M). VMVAX pays higher dividends than FBSIX: VMVAX (2.26) vs FBSIX (1.45). 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). FBSIX annual gain was more profitable for investors over the last year : 5.21 vs. VMVAX (4.50). VMVAX return over 5 years is better than : 66.91 vs. FBSIX (44.03).
| 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 | 5.782 | 1.901 | 304% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 775M | 30.6B | 3% |
| Annual Yield % from dividends | 1.45 | 2.26 | 64% |
| Returns for 1 year | 5.21 | 4.50 | 116% |
| Returns for 3 years | 22.83 | 27.01 | 85% |
| Returns for 5 years | 44.03 | 66.91 | 66% |
| Returns for 10 years | -2.73 | 84.06 | -3% |