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FBSRX vs VMVIX
FBSRX vs VMVIX Comparison
Open Charts FBSRX vs VMVIX
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 Investor
Price$67.28
Change-$0.14 (-0.21%)
VolumeN/A
CapitalizationN/A
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FBSRX vs VMVIX Comparison Chart
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FBSRX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX pays higher dividends than FBSRX: VMVIX (2.03) vs FBSRX (0.89). FBSRX was incepted earlier than VMVIX: FBSRX (23 years) vs VMVIX (18 years). FBSRX is a more actively managed with annual turnover of: 64.21 vs. VMVIX (22.00). FBSRX has a lower initial minimum investment than VMVIX: FBSRX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 31.58 vs. FBSRX (28.88). VMVIX return over 5 years is better than : 48.97 vs. FBSRX (13.18).
| FBSRX | VMVIX | FBSRX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 15.571 | 18.351 | 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 | 30.9B | - |
| Annual Yield % from dividends | 0.89 | 2.03 | 44% |
| Returns for 1 year | 28.88 | 31.58 | 91% |
| Returns for 3 years | -2.16 | 15.55 | -14% |
| Returns for 5 years | 13.18 | 48.97 | 27% |
| Returns for 10 years | -21.16 | 100.01 | -21% |