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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$38.67
Change-$0.13 (-0.34%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$87.94
Change-$0.20 (-0.23%)
VolumeN/A
CapitalizationN/A
FRBSX vs VMVAX Comparison Chart
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FRBSX 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 FRBSX is a StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. FRBSX (813M). VMVAX pays higher dividends than FRBSX: VMVAX (2.14) vs FRBSX (1.13). FRBSX was incepted earlier than VMVAX: FRBSX (35 years) vs VMVAX (13 years). FRBSX is a more actively managed with annual turnover of: 64.21 vs. VMVAX (22.00). 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 : 27.09 vs. FRBSX (23.16). VMVAX return over 5 years is better than : 47.45 vs. FRBSX (12.47).
| FRBSX | VMVAX | FRBSX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 35 years | 13 years | - |
| Gain YTD | 13.769 | 17.355 | 79% |
| 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 | 1.13 | 2.14 | 53% |
| Returns for 1 year | 23.16 | 27.09 | 86% |
| Returns for 3 years | -4.53 | 13.54 | -33% |
| Returns for 5 years | 12.47 | 47.45 | 26% |
| Returns for 10 years | -21.92 | 96.84 | -23% |
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