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FCBSX vs VMVIX
FCBSX vs VMVIX Comparison
Open Charts FCBSX vs VMVIX
Franklin Mutual U.S. Mid Cap Value C
Price$32.47
Change-$0.50 (-1.52%)
VolumeN/A
Net Assets761.7M
Vanguard Mid-Cap Value Index Investor
Price$63.29
Change-$0.71 (-1.11%)
VolumeN/A
Net Assets30.85B
FCBSX vs VMVIX Comparison Chart
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FCBSX vs. VMVIX commentary
Mar 11, 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 Hold and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.8B vs. FCBSX (762M). VMVIX pays higher dividends than FCBSX: VMVIX (1.94) vs FCBSX (0.45). FCBSX was incepted earlier than VMVIX: FCBSX (24 years) vs VMVIX (19 years). FCBSX (1.67) is less costly to investors than VMVIX (0.19). FCBSX is a more actively managed with annual turnover of: 64.21 vs. VMVIX (22.00). FCBSX has a lower initial minimum investment than VMVIX: FCBSX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 7.41 vs. FCBSX (-0.20). VMVIX return over 5 years is better than : 78.78 vs. FCBSX (36.80).
| FCBSX | VMVIX | FCBSX / VMVIX | |
| Total Expense Ratio | 1.65 | 0.19 | 868% |
| Annual Report Gross Expense Ratio | 1.67 | 0.19 | 879% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 0.549 | 0.487 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 762M | 30.8B | 2% |
| Annual Yield % from dividends | 0.45 | 1.94 | 23% |
| Returns for 1 year | -0.20 | 7.41 | -3% |
| Returns for 3 years | 1.25 | 15.10 | 8% |
| Returns for 5 years | 36.80 | 78.78 | 47% |
| Returns for 10 years | -17.09 | 83.93 | -20% |
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