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FBSIX vs VMVIX
FBSIX vs VMVIX Comparison
Open Charts FBSIX vs VMVIX
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 Investor
Price$65.44
Change+$0.22 (+0.34%)
VolumeN/A
Net Assets30.1B
FBSIX vs VMVIX Comparison Chart
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FBSIX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.1B vs. FBSIX (790M). VMVIX pays higher dividends than FBSIX: VMVIX (2.03) vs FBSIX (1.38). FBSIX was incepted earlier than VMVIX: FBSIX (12 years) vs VMVIX (18 years). FBSIX is a more actively managed with annual turnover of: 64.21 vs. VMVIX (22.00). VMVIX has a lower initial minimum investment than FBSIX: VMVIX (3000) vs FBSIX (1000000). VMVIX annual gain was more profitable for investors over the last year : 17.92 vs. FBSIX (10.43). VMVIX return over 5 years is better than : 38.27 vs. FBSIX (10.08).
| FBSIX | VMVIX | FBSIX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 18 years | - |
| Gain YTD | 3.069 | 2.748 | 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 | 2.03 | 68% |
| Returns for 1 year | 10.43 | 17.92 | 58% |
| Returns for 3 years | 1.50 | 11.63 | 13% |
| Returns for 5 years | 10.08 | 38.27 | 26% |
| Returns for 10 years | -5.27 | 93.54 | -6% |
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