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FBSRX vs VMVIX
FBSRX vs VMVIX Comparison
Open Charts FBSRX vs VMVIX
Franklin Mutual U.S. Mid Cap Value R
Price$36.10
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets751.64M
Vanguard Mid-Cap Value Index Investor
Price$70.65
Change+$0.04 (+0.06%)
VolumeN/A
Net Assets32.63B
FBSRX vs VMVIX Comparison Chart in %
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FBSRX vs. VMVIX commentary
Dec 27, 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 Hold and VMVIX is a Hold.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 32.6B vs. FBSRX (752M). VMVIX pays higher dividends than FBSRX: VMVIX (2.02) vs FBSRX (0.92). FBSRX was incepted earlier than VMVIX: FBSRX (24 years) vs VMVIX (19 years). FBSRX (1.17) is less costly to investors than VMVIX (0.19). FBSRX is a more actively managed with annual turnover of: 37.84 vs. VMVIX (19.00). FBSRX has a lower initial minimum investment than VMVIX: FBSRX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 9.62 vs. FBSRX (2.53). VMVIX return over 5 years is better than : 53.90 vs. FBSRX (17.19).
| FBSRX | VMVIX | FBSRX / VMVIX | |
| Total Expense Ratio | 1.15 | 0.19 | 605% |
| Annual Report Gross Expense Ratio | 1.17 | 0.19 | 616% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 3.409 | 11.036 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 752M | 32.6B | 2% |
| Annual Yield % from dividends | 0.92 | 2.02 | 45% |
| Returns for 1 year | 2.53 | 9.62 | 26% |
| Returns for 3 years | 14.72 | 32.94 | 45% |
| Returns for 5 years | 17.19 | 53.90 | 32% |
| Returns for 10 years | 10.07 | 109.15 | 9% |
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