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FBSRX vs VMVAX
FBSRX vs VMVAX Comparison
Open Charts FBSRX vs VMVAX
Franklin Mutual U.S. Mid Cap Value R
Price$37.25
Change+$0.52 (+1.42%)
VolumeN/A
Net Assets764.78M
Vanguard Mid-Cap Value Index Admiral
Price$96.91
Change+$7.30 (+8.15%)
VolumeN/A
Net Assets33.17B
FBSRX vs VMVAX Comparison Chart in %
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FBSRX vs. VMVAX commentary
Feb 04, 2026
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 FBSRX is a Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 33.2B vs. FBSRX (765M). VMVAX pays higher dividends than FBSRX: VMVAX (2.01) vs FBSRX (0.77). FBSRX was incepted earlier than VMVAX: FBSRX (24 years) vs VMVAX (14 years). FBSRX (1.17) is less costly to investors than VMVAX (0.07). FBSRX is a more actively managed with annual turnover of: 48.72 vs. VMVAX (19.00). FBSRX has a lower initial minimum investment than VMVAX: FBSRX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 13.53 vs. FBSRX (4.96). VMVAX return over 5 years is better than : 52.71 vs. FBSRX (15.09).
| FBSRX | VMVAX | FBSRX / VMVAX | |
| Total Expense Ratio | 1.15 | 0.07 | 1,643% |
| Annual Report Gross Expense Ratio | 1.17 | 0.07 | 1,671% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 4.723 | 5.509 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 765M | 33.2B | 2% |
| Annual Yield % from dividends | 0.77 | 2.01 | 38% |
| Returns for 1 year | 4.96 | 13.53 | 37% |
| Returns for 3 years | 9.45 | 29.37 | 32% |
| Returns for 5 years | 15.09 | 52.71 | 29% |
| Returns for 10 years | 28.12 | 142.89 | 20% |
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