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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$35.11
Change+$0.25 (+0.72%)
VolumeN/A
Net Assets745.44M
Vanguard Mid-Cap Value Index Admiral
Price$84.21
Change+$0.61 (+0.73%)
VolumeN/A
Net Assets29.95B
FRBSX vs VMVAX Comparison Chart
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FRBSX vs. VMVAX commentary
Jun 07, 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: 29.9B vs. FRBSX (745M). VMVAX pays higher dividends than FRBSX: VMVAX (2.31) vs FRBSX (1.24). 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 : 6.48 vs. FRBSX (0.97). VMVAX return over 5 years is better than : 56.36 vs. FRBSX (27.43).
| 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 | 0.635 | -0.166 | -383% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 745M | 29.9B | 2% |
| Annual Yield % from dividends | 1.24 | 2.31 | 54% |
| Returns for 1 year | 0.97 | 6.48 | 15% |
| Returns for 3 years | 2.67 | 11.23 | 24% |
| Returns for 5 years | 27.43 | 56.36 | 49% |
| Returns for 10 years | -13.87 | 79.79 | -17% |
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