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FCBSX vs VMVAX
FCBSX vs VMVAX Comparison
Open Charts FCBSX vs VMVAX
Franklin Mutual U.S. Mid Cap Value C
Price$35.75
Change-$0.28 (-0.78%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$86.17
Change-$0.37 (-0.43%)
VolumeN/A
CapitalizationN/A
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FCBSX vs VMVAX Comparison Chart
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FCBSX vs. VMVAX commentary
Sep 21, 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 FCBSX is a Buy and VMVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.5B vs. FCBSX (814M). VMVAX pays higher dividends than FCBSX: VMVAX (2.14) vs FCBSX (0.35). FCBSX was incepted earlier than VMVAX: FCBSX (24 years) vs VMVAX (13 years). FCBSX is a more actively managed with annual turnover of: 64.21 vs. VMVAX (22.00). FCBSX has a lower initial minimum investment than VMVAX: FCBSX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 25.35 vs. FCBSX (19.37). VMVAX return over 5 years is better than : 48.82 vs. FCBSX (11.13).
| FCBSX | VMVAX | FCBSX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 10.818 | 14.946 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 814M | 30.5B | 3% |
| Annual Yield % from dividends | 0.35 | 2.14 | 16% |
| Returns for 1 year | 19.37 | 25.35 | 76% |
| Returns for 3 years | -0.09 | 20.71 | -0% |
| Returns for 5 years | 11.13 | 48.82 | 23% |
| Returns for 10 years | -28.75 | 100.88 | -28% |