FBSRX
Price
$35.09
Change
-$0.00 (-0.00%)
Updated
Jun 5 closing price
Net Assets
745.43M
VMVAX
Price
$83.60
Change
-$0.19 (-0.23%)
Updated
Jun 5 closing price
Net Assets
29.95B
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FBSRX vs VMVAX

Header iconFBSRX vs VMVAX Comparison
Open Charts FBSRX vs VMVAXBanner chart's image
Franklin Mutual U.S. Mid Cap Value R
Price$35.09
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets745.43M
Vanguard Mid-Cap Value Index Admiral
Price$83.60
Change-$0.19 (-0.23%)
VolumeN/A
Net Assets29.95B
FBSRX vs VMVAX Comparison Chart
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FBSRX vs. VMVAX commentary
Jun 07, 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 FBSRX is a Buy and VMVAX is a Buy.

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FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. FBSRX (745M). VMVAX pays higher dividends than FBSRX: VMVAX (2.31) vs FBSRX (0.96). FBSRX was incepted earlier than VMVAX: FBSRX (23 years) vs VMVAX (14 years). FBSRX (1.17) is less costly to investors than VMVAX (0.07). FBSRX is a more actively managed with annual turnover of: 37.84 vs. VMVAX (19.00). FBSRX has a lower initial minimum investment than VMVAX: FBSRX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 6.37 vs. FBSRX (0.35). VMVAX return over 5 years is better than : 56.72 vs. FBSRX (26.71).
FBSRXVMVAXFBSRX / VMVAX
Total Expense Ratio1.150.071,643%
Annual Report Gross Expense Ratio1.170.071,671%
Fund Existence23 years14 years-
Gain YTD0.5160.061846%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets745M29.9B2%
Annual Yield % from dividends0.962.3142%
Returns for 1 year0.356.375%
Returns for 3 years3.0912.8124%
Returns for 5 years26.7156.7247%
Returns for 10 years-14.4080.09-18%
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