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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$37.03
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets770.78M
Vanguard Mid-Cap Value Index Admiral
Price$90.37
Change-$0.35 (-0.39%)
VolumeN/A
Net Assets32.47B
FBSRX vs VMVAX Comparison Chart in %
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FBSRX vs. VMVAX commentary
Oct 08, 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 Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.5B vs. FBSRX (771M). VMVAX pays higher dividends than FBSRX: VMVAX (2.17) vs FBSRX (0.91). 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 : 5.99 vs. FBSRX (-0.07). VMVAX return over 5 years is better than : 65.19 vs. FBSRX (33.07).
| 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 | 6.818 | 8.382 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 771M | 32.5B | 2% |
| Annual Yield % from dividends | 0.91 | 2.17 | 42% |
| Returns for 1 year | -0.07 | 5.99 | -1% |
| Returns for 3 years | 26.21 | 42.63 | 61% |
| Returns for 5 years | 33.07 | 65.19 | 51% |
| Returns for 10 years | -2.57 | 103.16 | -2% |
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