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FRBSX vs VMVAX
FRBSX vs VMVAX Comparison
Open Charts FRBSX vs VMVAX
Franklin Mutual U.S. Mid Cap Value A
Price$36.48
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets766.88M
Vanguard Mid-Cap Value Index Admiral
Price$86.39
Change+$0.66 (+0.77%)
VolumeN/A
Net Assets30.57B
FRBSX vs VMVAX Comparison Chart in %
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FRBSX vs. VMVAX commentary
Jul 18, 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 FRBSX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.6B vs. FRBSX (767M). VMVAX pays higher dividends than FRBSX: VMVAX (2.26) vs FRBSX (1.19). FRBSX was incepted earlier than VMVAX: FRBSX (35 years) vs VMVAX (14 years). FRBSX (0.92) is less costly to investors than VMVAX (0.07). FRBSX is a more actively managed with annual turnover of: 37.84 vs. VMVAX (19.00). FRBSX has a lower initial minimum investment than VMVAX: FRBSX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 4.97 vs. FRBSX (1.07). VMVAX return over 5 years is better than : 67.71 vs. FRBSX (39.60).
| FRBSX | VMVAX | FRBSX / VMVAX | |
| Total Expense Ratio | 0.90 | 0.07 | 1,286% |
| Annual Report Gross Expense Ratio | 0.92 | 0.07 | 1,314% |
| Fund Existence | 35 years | 14 years | - |
| Gain YTD | 4.532 | 2.391 | 190% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 767M | 30.6B | 3% |
| Annual Yield % from dividends | 1.19 | 2.26 | 53% |
| Returns for 1 year | 1.07 | 4.97 | 21% |
| Returns for 3 years | 20.07 | 27.98 | 72% |
| Returns for 5 years | 39.60 | 67.71 | 58% |
| Returns for 10 years | -6.98 | 85.77 | -8% |
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