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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$30.26
Change+$0.37 (+1.24%)
VolumeN/A
Net Assets685.37M
Vanguard Mid-Cap Value Index Admiral
Price$77.68
Change+$1.23 (+1.61%)
VolumeN/A
Net Assets29.86B
FCBSX vs VMVAX Comparison Chart
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FCBSX vs. VMVAX commentary
Apr 12, 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 FCBSX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. FCBSX (685M). VMVAX pays higher dividends than FCBSX: VMVAX (2.33) vs FCBSX (0.46). FCBSX was incepted earlier than VMVAX: FCBSX (24 years) vs VMVAX (14 years). FCBSX (1.67) is less costly to investors than VMVAX (0.07). 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 : -2.12 vs. FCBSX (-9.36). VMVAX return over 5 years is better than : 64.68 vs. FCBSX (27.84).
| FCBSX | VMVAX | FCBSX / VMVAX | |
| Total Expense Ratio | 1.65 | 0.07 | 2,357% |
| Annual Report Gross Expense Ratio | 1.67 | 0.07 | 2,386% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | -8.844 | -8.704 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 685M | 29.9B | 2% |
| Annual Yield % from dividends | 0.46 | 2.33 | 20% |
| Returns for 1 year | -9.36 | -2.12 | 442% |
| Returns for 3 years | -9.48 | 0.19 | -5,106% |
| Returns for 5 years | 27.84 | 64.68 | 43% |
| Returns for 10 years | -26.70 | 62.29 | -43% |
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