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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$32.28
Change+$0.20 (+0.62%)
VolumeN/A
Net Assets693.93M
Vanguard Mid-Cap Value Index Admiral
Price$78.44
Change+$0.77 (+0.99%)
VolumeN/A
Net Assets29.86B
FRBSX vs VMVAX Comparison Chart
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FRBSX vs. VMVAX commentary
Apr 18, 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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. FRBSX (694M). VMVAX pays higher dividends than FRBSX: VMVAX (2.33) vs FRBSX (1.24). 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: 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 : 2.29 vs. FRBSX (-4.40). VMVAX return over 5 years is better than : 70.09 vs. FRBSX (37.83).
| 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 | -7.390 | -7.247 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 694M | 29.9B | 2% |
| Annual Yield % from dividends | 1.24 | 2.33 | 53% |
| Returns for 1 year | -4.40 | 2.29 | -192% |
| Returns for 3 years | -7.17 | 1.13 | -636% |
| Returns for 5 years | 37.83 | 70.09 | 54% |
| Returns for 10 years | -21.39 | 64.81 | -33% |
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