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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$36.19
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets757.85M
Vanguard Mid-Cap Value Index Investor
Price$65.89
Change+$0.12 (+0.18%)
VolumeN/A
Net Assets31.04B
FBSRX vs VMVIX Comparison Chart in %
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FBSRX vs. VMVIX 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 VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. FBSRX (758M). VMVIX pays higher dividends than FBSRX: VMVIX (2.10) vs FBSRX (0.93). FBSRX was incepted earlier than VMVIX: FBSRX (24 years) vs VMVIX (19 years). FBSRX (1.17) is less costly to investors than VMVIX (0.19). FBSRX is a more actively managed with annual turnover of: 37.84 vs. VMVIX (19.00). 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 : 9.57 vs. FBSRX (3.58). VMVIX return over 5 years is better than : 63.67 vs. FBSRX (33.67).
| FBSRX | VMVIX | FBSRX / VMVIX | |
| Total Expense Ratio | 1.15 | 0.19 | 605% |
| Annual Report Gross Expense Ratio | 1.17 | 0.19 | 616% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 3.609 | 3.338 | 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 | 2.10 | 44% |
| Returns for 1 year | 3.58 | 9.57 | 37% |
| Returns for 3 years | 11.20 | 20.88 | 54% |
| Returns for 5 years | 33.67 | 63.67 | 53% |
| Returns for 10 years | -7.56 | 84.72 | -9% |
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