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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$36.62
Change-$1.07 (-2.84%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$83.57
Change-$2.48 (-2.88%)
VolumeN/A
CapitalizationN/A
FRBSX vs VMVAX Comparison Chart
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FRBSX vs. VMVAX commentary
Dec 19, 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 Hold and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. FRBSX (790M). 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 : 15.41 vs. FRBSX (11.19). VMVAX return over 5 years is better than : 40.94 vs. FRBSX (13.96).
| 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 | 10.886 | 14.833 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 32.8B | 2% |
| Annual Yield % from dividends | 1.13 | 2.14 | 53% |
| Returns for 1 year | 11.19 | 15.41 | 73% |
| Returns for 3 years | 10.51 | 14.48 | 73% |
| Returns for 5 years | 13.96 | 40.94 | 34% |
| Returns for 10 years | -9.78 | 89.30 | -11% |
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