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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$34.03
Change+$0.21 (+0.62%)
VolumeN/A
Net Assets693.93M
Vanguard Mid-Cap Value Index Investor
Price$59.62
Change+$0.58 (+0.98%)
VolumeN/A
Net Assets29.86B
FBSIX vs VMVIX Comparison Chart
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FBSIX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. FBSIX (694M). VMVIX pays higher dividends than FBSIX: VMVIX (2.20) vs FBSIX (1.51). FBSIX was incepted earlier than VMVIX: FBSIX (12 years) vs VMVIX (19 years). FBSIX (0.60) is less costly to investors than VMVIX (0.19). 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 : 2.30 vs. FBSIX (-3.82). VMVIX return over 5 years is better than : 70.05 vs. FBSIX (40.94).
| FBSIX | VMVIX | FBSIX / VMVIX | |
| Total Expense Ratio | 0.56 | 0.19 | 295% |
| Annual Report Gross Expense Ratio | 0.60 | 0.19 | 316% |
| Fund Existence | 12 years | 19 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 | 2.20 | 68% |
| Returns for 1 year | -3.82 | 2.30 | -166% |
| Returns for 3 years | -6.05 | 1.11 | -546% |
| Returns for 5 years | 40.94 | 70.05 | 58% |
| Returns for 10 years | -18.13 | 64.71 | -28% |
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