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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$36.19
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets757.85M
Vanguard Mid-Cap Value Index Admiral
Price$86.69
Change+$0.16 (+0.18%)
VolumeN/A
Net Assets31.04B
FBSRX vs VMVAX Comparison Chart in %
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FBSRX vs. VMVAX commentary
Aug 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 StrongBuy and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. FBSRX (758M). VMVAX pays higher dividends than FBSRX: VMVAX (2.22) 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 : 9.58 vs. FBSRX (3.58). VMVAX return over 5 years is better than : 63.76 vs. FBSRX (33.67).
| 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 | 3.609 | 3.346 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 758M | 31B | 2% |
| Annual Yield % from dividends | 0.93 | 2.22 | 42% |
| Returns for 1 year | 3.58 | 9.58 | 37% |
| Returns for 3 years | 11.20 | 20.91 | 54% |
| Returns for 5 years | 33.67 | 63.76 | 53% |
| Returns for 10 years | -7.56 | 84.75 | -9% |
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