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FBSAX vs VMVIX
FBSAX vs VMVIX Comparison
Open Charts FBSAX vs VMVIX
Franklin Mutual U.S. Mid Cap Value Adv
Price$37.99
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets751.7M
Vanguard Mid-Cap Value Index Investor
Price$70.65
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets32.63B
FBSAX vs VMVIX Comparison Chart in %
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FBSAX vs. VMVIX commentary
Dec 29, 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 Hold and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.6B vs. FBSAX (752M). VMVIX pays higher dividends than FBSAX: VMVIX (2.02) vs FBSAX (1.35). FBSAX was incepted earlier than VMVIX: FBSAX (25 years) vs VMVIX (19 years). FBSAX (0.67) is less costly to investors than VMVIX (0.19). FBSAX is a more actively managed with annual turnover of: 37.84 vs. VMVIX (19.00). VMVIX has a lower initial minimum investment than FBSAX: VMVIX (3000) vs FBSAX (100000). VMVIX annual gain was more profitable for investors over the last year : 9.62 vs. FBSAX (2.76). VMVIX return over 5 years is better than : 53.90 vs. FBSAX (20.41).
| FBSAX | VMVIX | FBSAX / VMVIX | |
| Total Expense Ratio | 0.65 | 0.19 | 342% |
| Annual Report Gross Expense Ratio | 0.67 | 0.19 | 353% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 3.656 | 11.036 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 752M | 32.6B | 2% |
| Annual Yield % from dividends | 1.35 | 2.02 | 67% |
| Returns for 1 year | 2.76 | 9.62 | 29% |
| Returns for 3 years | 16.49 | 32.94 | 50% |
| Returns for 5 years | 20.41 | 53.90 | 38% |
| Returns for 10 years | 15.01 | 109.15 | 14% |
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