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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$37.25
Change+$0.52 (+1.42%)
VolumeN/A
Net Assets764.78M
Vanguard Mid-Cap Value Index Investor
Price$73.66
Change+$5.54 (+8.13%)
VolumeN/A
Net Assets33.17B
FBSRX vs VMVIX Comparison Chart in %
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FBSRX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 33.2B vs. FBSRX (765M). VMVIX pays higher dividends than FBSRX: VMVIX (1.90) vs FBSRX (0.77). 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: 48.72 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 : 13.54 vs. FBSRX (4.96). VMVIX return over 5 years is better than : 52.64 vs. FBSRX (15.09).
| 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 | 4.723 | 5.515 | 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 | 1.90 | 40% |
| Returns for 1 year | 4.96 | 13.54 | 37% |
| Returns for 3 years | 9.45 | 29.32 | 32% |
| Returns for 5 years | 15.09 | 52.64 | 29% |
| Returns for 10 years | 28.12 | 142.71 | 20% |
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