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FBSAX vs VMVAX
FBSAX vs VMVAX Comparison
Open Charts FBSAX vs VMVAX
Franklin Mutual U.S. Mid Cap Value Adv
Price$39.76
Change+$0.32 (+0.81%)
VolumeN/A
Net Assets754.88M
Vanguard Mid-Cap Value Index Admiral
Price$93.82
Change+$0.82 (+0.88%)
VolumeN/A
Net Assets32.63B
FBSAX vs VMVAX Comparison Chart in %
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FBSAX vs. VMVAX commentary
Dec 13, 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 FBSAX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.6B vs. FBSAX (755M). VMVAX pays higher dividends than FBSAX: VMVAX (2.14) vs FBSAX (1.35). FBSAX was incepted earlier than VMVAX: FBSAX (25 years) vs VMVAX (14 years). FBSAX (0.67) is less costly to investors than VMVAX (0.07). FBSAX is a more actively managed with annual turnover of: 37.84 vs. VMVAX (19.00). VMVAX has a lower initial minimum investment than FBSAX: VMVAX (3000) vs FBSAX (100000). VMVAX annual gain was more profitable for investors over the last year : 6.99 vs. FBSAX (-1.19). VMVAX return over 5 years is better than : 55.26 vs. FBSAX (21.97).
| FBSAX | VMVAX | FBSAX / VMVAX | |
| Total Expense Ratio | 0.65 | 0.07 | 929% |
| Annual Report Gross Expense Ratio | 0.67 | 0.07 | 957% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 8.486 | 12.086 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 755M | 32.6B | 2% |
| Annual Yield % from dividends | 1.35 | 2.14 | 63% |
| Returns for 1 year | -1.19 | 6.99 | -17% |
| Returns for 3 years | 14.93 | 30.08 | 50% |
| Returns for 5 years | 21.97 | 55.26 | 40% |
| Returns for 10 years | 6.28 | 118.21 | 5% |
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