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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$34.03
Change+$0.21 (+0.62%)
VolumeN/A
Net Assets693.93M
Vanguard Mid-Cap Value Index Admiral
Price$78.44
Change+$0.77 (+0.99%)
VolumeN/A
Net Assets29.86B
FBSIX vs VMVAX Comparison Chart
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FBSIX vs. VMVAX commentary
Apr 18, 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: 29.9B vs. FBSIX (694M). VMVAX pays higher dividends than FBSIX: VMVAX (2.33) vs FBSIX (1.51). FBSIX was incepted earlier than VMVAX: FBSIX (12 years) vs VMVAX (14 years). FBSIX (0.60) is less costly to investors than VMVAX (0.07). 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 : 2.29 vs. FBSIX (-3.82). VMVAX return over 5 years is better than : 70.09 vs. FBSIX (40.94).
| FBSIX | VMVAX | FBSIX / VMVAX | |
| Total Expense Ratio | 0.56 | 0.07 | 800% |
| Annual Report Gross Expense Ratio | 0.60 | 0.07 | 857% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | -7.317 | -7.247 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 694M | 29.9B | 2% |
| Annual Yield % from dividends | 1.51 | 2.33 | 65% |
| Returns for 1 year | -3.82 | 2.29 | -167% |
| Returns for 3 years | -6.05 | 1.13 | -536% |
| Returns for 5 years | 40.94 | 70.09 | 58% |
| Returns for 10 years | -18.13 | 64.81 | -28% |
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