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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$39.93
Change+$0.40 (+1.01%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$90.24
Change+$0.60 (+0.67%)
VolumeN/A
CapitalizationN/A
FBSRX vs VMVAX Comparison Chart
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FBSRX vs. VMVAX commentary
Nov 23, 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 has more cash in the bank: 30.9B vs. FBSRX (827M). 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 : 28.25 vs. FBSRX (23.67). VMVAX return over 5 years is better than : 50.95 vs. FBSRX (14.46).
| 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 | 15.483 | 19.623 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 827M | 30.9B | 3% |
| Annual Yield % from dividends | 0.89 | 2.14 | 42% |
| Returns for 1 year | 23.67 | 28.25 | 84% |
| Returns for 3 years | -2.13 | 16.94 | -13% |
| Returns for 5 years | 14.46 | 50.95 | 28% |
| Returns for 10 years | -21.90 | 98.29 | -22% |
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