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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$36.46
Change-$0.13 (-0.36%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$87.94
Change-$0.20 (-0.23%)
VolumeN/A
CapitalizationN/A
FCBSX vs VMVAX Comparison Chart
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FCBSX vs. VMVAX commentary
Nov 18, 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. FCBSX (813M). 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 : 27.09 vs. FCBSX (22.19). VMVAX return over 5 years is better than : 47.45 vs. FCBSX (8.74).
| 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 | 13.019 | 17.355 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 30.9B | 3% |
| Annual Yield % from dividends | 0.35 | 2.14 | 16% |
| Returns for 1 year | 22.19 | 27.09 | 82% |
| Returns for 3 years | -6.65 | 13.54 | -49% |
| Returns for 5 years | 8.74 | 47.45 | 18% |
| Returns for 10 years | -26.41 | 96.84 | -27% |
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