Ad is loading...
FBSIX vs VMVAX
FBSIX vs VMVAX Comparison
Open Charts FBSIX vs VMVAX
Franklin Mutual U.S. Mid Cap Value R6
Price$39.68
Change-$0.38 (-0.95%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.05
Change-$0.69 (-0.80%)
VolumeN/A
CapitalizationN/A
FBSIX vs VMVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBSIX vs. VMVAX commentary
Dec 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 Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. FBSIX (798M). 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 : 15.41 vs. FBSIX (11.61). VMVAX return over 5 years is better than : 40.94 vs. FBSIX (16.21).
| 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 | 11.211 | 14.833 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 798M | 32.8B | 2% |
| Annual Yield % from dividends | 1.38 | 2.14 | 65% |
| Returns for 1 year | 11.61 | 15.41 | 75% |
| Returns for 3 years | 11.52 | 14.48 | 80% |
| Returns for 5 years | 16.21 | 40.94 | 40% |
| Returns for 10 years | -6.26 | 89.30 | -7% |
View a ticker or compare two or three
VS
VS
Ad is loading...