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FBSRX vs VMVAX
FBSRX vs VMVAX Comparison
Open Charts FBSRX vs VMVAX
Franklin Mutual U.S. Mid Cap Value R
Price$36.66
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets772.3M
Vanguard Mid-Cap Value Index Admiral
Price$86.63
Change+$0.24 (+0.28%)
VolumeN/A
Net Assets30.57B
FBSRX vs VMVAX Comparison Chart in %
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FBSRX vs. VMVAX commentary
Jul 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 FBSRX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B vs. FBSRX (772M). VMVAX pays higher dividends than FBSRX: VMVAX (2.26) vs FBSRX (0.93). FBSRX was incepted earlier than VMVAX: FBSRX (24 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 : 5.78 vs. FBSRX (1.58). VMVAX return over 5 years is better than : 69.00 vs. FBSRX (39.83).
| FBSRX | VMVAX | FBSRX / VMVAX | |
| Total Expense Ratio | 1.15 | 0.07 | 1,643% |
| Annual Report Gross Expense Ratio | 1.17 | 0.07 | 1,671% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 5.156 | 3.179 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 772M | 30.6B | 3% |
| Annual Yield % from dividends | 0.93 | 2.26 | 41% |
| Returns for 1 year | 1.58 | 5.78 | 27% |
| Returns for 3 years | 20.45 | 28.96 | 71% |
| Returns for 5 years | 39.83 | 69.00 | 58% |
| Returns for 10 years | -6.73 | 87.20 | -8% |
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