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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$35.23
Change-$0.48 (-1.34%)
VolumeN/A
Net Assets745.7M
Vanguard Mid-Cap Value Index Admiral
Price$83.72
Change-$0.98 (-1.16%)
VolumeN/A
Net Assets29.95B
FBSRX vs VMVAX Comparison Chart
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FBSRX vs. VMVAX commentary
Jun 16, 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 FBSRX is a Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. FBSRX (746M). VMVAX pays higher dividends than FBSRX: VMVAX (2.31) vs FBSRX (0.96). FBSRX was incepted earlier than VMVAX: FBSRX (23 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: 37.84 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 : 7.23 vs. FBSRX (1.99). VMVAX return over 5 years is better than : 69.23 vs. FBSRX (37.71).
| 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 | 23 years | 14 years | - |
| Gain YTD | 0.917 | -0.023 | -4,045% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 746M | 29.9B | 2% |
| Annual Yield % from dividends | 0.96 | 2.31 | 42% |
| Returns for 1 year | 1.99 | 7.23 | 28% |
| Returns for 3 years | 15.00 | 24.99 | 60% |
| Returns for 5 years | 37.71 | 69.23 | 54% |
| Returns for 10 years | -15.01 | 78.81 | -19% |
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