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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-$0.58 (-1.52%)
VolumeN/A
Net Assets798.99M
Vanguard Mid-Cap Value Index Investor
Price$64.90
Change-$0.74 (-1.13%)
VolumeN/A
Net Assets30.89B
FBSIX vs VMVIX Comparison Chart
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FBSIX vs. VMVIX commentary
Feb 23, 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 StrongBuy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. FBSIX (799M). VMVIX pays higher dividends than FBSIX: VMVIX (2.03) vs FBSIX (1.38). FBSIX was incepted earlier than VMVIX: FBSIX (12 years) vs VMVIX (19 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 : 13.70 vs. FBSIX (8.36). VMVIX return over 5 years is better than : 39.98 vs. FBSIX (14.58).
| FBSIX | VMVIX | FBSIX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 19 years | - |
| Gain YTD | 4.823 | 3.062 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 30.9B | 3% |
| Annual Yield % from dividends | 1.38 | 2.03 | 68% |
| Returns for 1 year | 8.36 | 13.70 | 61% |
| Returns for 3 years | 5.78 | 16.61 | 35% |
| Returns for 5 years | 14.58 | 39.98 | 36% |
| Returns for 10 years | -6.92 | 83.16 | -8% |
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