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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$35.95
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets757.79M
Vanguard Mid-Cap Value Index Admiral
Price$86.53
Change-$0.27 (-0.31%)
VolumeN/A
Net Assets31.04B
FRBSX vs VMVAX Comparison Chart in %
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FRBSX vs. VMVAX commentary
Aug 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 StrongBuy and VMVAX is a Hold.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. FRBSX (758M). VMVAX pays higher dividends than FRBSX: VMVAX (2.22) vs FRBSX (1.20). 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 : 9.26 vs. FRBSX (3.07). VMVAX return over 5 years is better than : 64.27 vs. FRBSX (34.41).
| 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 | 3.753 | 3.669 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 758M | 31B | 2% |
| Annual Yield % from dividends | 1.20 | 2.22 | 54% |
| Returns for 1 year | 3.07 | 9.26 | 33% |
| Returns for 3 years | 12.27 | 22.04 | 56% |
| Returns for 5 years | 34.41 | 64.27 | 54% |
| Returns for 10 years | -5.48 | 88.41 | -6% |
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