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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$36.51
Change-$0.52 (-1.40%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$82.82
Change-$0.81 (-0.97%)
VolumeN/A
CapitalizationN/A
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FRBSX vs VMVAX Comparison Chart
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FRBSX vs. VMVAX commentary
Sep 08, 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: 30.5B vs. FRBSX (781M). VMVAX pays higher dividends than FRBSX: VMVAX (2.14) vs FRBSX (1.13). FRBSX was incepted earlier than VMVAX: FRBSX (34 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 : 18.81 vs. FRBSX (15.01). VMVAX return over 5 years is better than : 46.93 vs. FRBSX (14.93).
| FRBSX | VMVAX | FRBSX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 34 years | 13 years | - |
| Gain YTD | 8.944 | 11.557 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 781M | 30.5B | 3% |
| Annual Yield % from dividends | 1.13 | 2.14 | 53% |
| Returns for 1 year | 15.01 | 18.81 | 80% |
| Returns for 3 years | -4.67 | 11.58 | -40% |
| Returns for 5 years | 14.93 | 46.93 | 32% |
| Returns for 10 years | -28.14 | 90.12 | -31% |