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FRBSX vs VMVIX
FRBSX vs VMVIX Comparison
Open Charts FRBSX vs VMVIX
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 Investor
Price$65.77
Change-$0.21 (-0.32%)
VolumeN/A
Net Assets31.04B
FRBSX vs VMVIX Comparison Chart in %
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FRBSX vs. VMVIX 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 VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. FRBSX (758M). VMVIX pays higher dividends than FRBSX: VMVIX (2.10) vs FRBSX (1.20). FRBSX was incepted earlier than VMVIX: FRBSX (35 years) vs VMVIX (19 years). FRBSX (0.92) is less costly to investors than VMVIX (0.19). FRBSX is a more actively managed with annual turnover of: 37.84 vs. VMVIX (19.00). FRBSX has a lower initial minimum investment than VMVIX: FRBSX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 9.26 vs. FRBSX (3.07). VMVIX return over 5 years is better than : 64.19 vs. FRBSX (34.41).
| FRBSX | VMVIX | FRBSX / VMVIX | |
| Total Expense Ratio | 0.90 | 0.19 | 474% |
| Annual Report Gross Expense Ratio | 0.92 | 0.19 | 484% |
| Fund Existence | 35 years | 19 years | - |
| Gain YTD | 3.753 | 3.668 | 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 | 2.10 | 57% |
| Returns for 1 year | 3.07 | 9.26 | 33% |
| Returns for 3 years | 12.27 | 22.03 | 56% |
| Returns for 5 years | 34.41 | 64.19 | 54% |
| Returns for 10 years | -5.48 | 88.37 | -6% |
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