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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$37.80
Change+$0.08 (+0.21%)
VolumeN/A
Net Assets789.81M
Vanguard Mid-Cap Value Index Admiral
Price$89.38
Change-$0.02 (-0.02%)
VolumeN/A
Net Assets31.04B
FRBSX vs VMVAX Comparison Chart in %
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FRBSX vs. VMVAX commentary
Aug 28, 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 Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. FRBSX (790M). 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 : 6.12 vs. FRBSX (1.80). VMVAX return over 5 years is better than : 67.91 vs. FRBSX (38.08).
| 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 | 8.891 | 6.774 | 131% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 31B | 3% |
| Annual Yield % from dividends | 1.20 | 2.22 | 54% |
| Returns for 1 year | 1.80 | 6.12 | 29% |
| Returns for 3 years | 18.26 | 25.15 | 73% |
| Returns for 5 years | 38.08 | 67.91 | 56% |
| Returns for 10 years | 1.33 | 100.54 | 1% |
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