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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$36.11
Change+$0.35 (+0.98%)
VolumeN/A
Net Assets755.12M
Vanguard Mid-Cap Value Index Admiral
Price$84.99
Change+$0.60 (+0.71%)
VolumeN/A
Net Assets29.95B
FBSRX vs VMVAX Comparison Chart in %
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FBSRX vs. VMVAX commentary
Jun 27, 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 (755M). VMVAX pays higher dividends than FBSRX: VMVAX (2.31) vs FBSRX (0.96). 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 : 8.32 vs. FBSRX (4.36). VMVAX return over 5 years is better than : 78.46 vs. FBSRX (45.19).
| 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 | 2.435 | 0.777 | 313% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 29.9B | 3% |
| Annual Yield % from dividends | 0.96 | 2.31 | 42% |
| Returns for 1 year | 4.36 | 8.32 | 52% |
| Returns for 3 years | 15.07 | 24.01 | 63% |
| Returns for 5 years | 45.19 | 78.46 | 58% |
| Returns for 10 years | -11.64 | 83.74 | -14% |
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