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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$37.61
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets790.13M
Vanguard Mid-Cap Value Index Admiral
Price$86.09
Change+$0.29 (+0.34%)
VolumeN/A
Net Assets30.1B
FBSIX vs VMVAX Comparison Chart
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FBSIX vs. VMVAX commentary
Jan 19, 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 Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.1B vs. FBSIX (790M). 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 : 17.93 vs. FBSIX (10.43). VMVAX return over 5 years is better than : 38.32 vs. FBSIX (10.08).
| 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 | 3.069 | 2.745 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 30.1B | 3% |
| Annual Yield % from dividends | 1.38 | 2.14 | 65% |
| Returns for 1 year | 10.43 | 17.93 | 58% |
| Returns for 3 years | 1.50 | 11.64 | 13% |
| Returns for 5 years | 10.08 | 38.32 | 26% |
| Returns for 10 years | -5.27 | 93.65 | -6% |
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