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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$39.47
Change-$0.09 (-0.23%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$88.52
Change-$0.19 (-0.21%)
VolumeN/A
CapitalizationN/A
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FBSRX vs VMVAX Comparison Chart
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FBSRX vs. VMVAX commentary
Nov 08, 2024
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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX pays higher dividends than FBSRX: VMVAX (2.14) vs FBSRX (0.89). FBSRX was incepted earlier than VMVAX: FBSRX (23 years) vs VMVAX (13 years). FBSRX is a more actively managed with annual turnover of: 64.21 vs. VMVAX (22.00). 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 : 31.61 vs. FBSRX (28.88). VMVAX return over 5 years is better than : 49.02 vs. FBSRX (13.18).
| FBSRX | VMVAX | FBSRX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 15.571 | 18.382 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | N/A | - |
| Annual Yield % from dividends | 0.89 | 2.14 | 42% |
| Returns for 1 year | 28.88 | 31.61 | 91% |
| Returns for 3 years | -2.16 | 15.59 | -14% |
| Returns for 5 years | 13.18 | 49.02 | 27% |
| Returns for 10 years | -21.16 | 100.25 | -21% |
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