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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$35.28
Change-$0.20 (-0.56%)
VolumeN/A
Net Assets722.26M
Vanguard Mid-Cap Value Index Admiral
Price$88.36
Change-$0.53 (-0.60%)
VolumeN/A
Net Assets31.8B
FBSRX vs VMVAX Comparison Chart in %
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FBSRX vs. VMVAX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. FBSRX (722M). VMVAX pays higher dividends than FBSRX: VMVAX (2.20) 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 : 0.61 vs. FBSRX (-7.81). VMVAX return over 5 years is better than : 50.99 vs. FBSRX (16.54).
| 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 | 1.633 | 6.005 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 722M | 31.8B | 2% |
| Annual Yield % from dividends | 0.93 | 2.20 | 42% |
| Returns for 1 year | -7.81 | 0.61 | -1,278% |
| Returns for 3 years | 8.42 | 24.49 | 34% |
| Returns for 5 years | 16.54 | 50.99 | 32% |
| Returns for 10 years | -8.67 | 97.41 | -9% |
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