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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$32.30
Change-$0.32 (-0.98%)
VolumeN/A
Net Assets700.95M
Vanguard Mid-Cap Value Index Admiral
Price$77.67
Change-$0.79 (-1.01%)
VolumeN/A
Net Assets29.86B
FBSRX vs VMVAX Comparison Chart
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FBSRX vs. VMVAX commentary
Apr 17, 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: 29.9B vs. FBSRX (701M). VMVAX pays higher dividends than FBSRX: VMVAX (2.33) vs FBSRX (0.96). FBSRX was incepted earlier than VMVAX: FBSRX (23 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: 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 : 3.43 vs. FBSRX (-3.77). VMVAX return over 5 years is better than : 71.82 vs. FBSRX (38.40).
| 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 | 23 years | 14 years | - |
| Gain YTD | -6.560 | -6.304 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 701M | 29.9B | 2% |
| Annual Yield % from dividends | 0.96 | 2.33 | 41% |
| Returns for 1 year | -3.77 | 3.43 | -110% |
| Returns for 3 years | -6.90 | 2.21 | -313% |
| Returns for 5 years | 38.40 | 71.82 | 53% |
| Returns for 10 years | -20.70 | 67.22 | -31% |
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