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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$37.00
Change-$0.18 (-0.48%)
VolumeN/A
Net Assets773.07M
Vanguard Mid-Cap Value Index Investor
Price$66.94
Change-$0.25 (-0.37%)
VolumeN/A
Net Assets31.04B
FBSRX vs VMVIX Comparison Chart in %
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FBSRX vs. VMVIX commentary
Aug 18, 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. FBSRX (773M). VMVIX pays higher dividends than FBSRX: VMVIX (2.10) vs FBSRX (0.93). 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 : 7.67 vs. FBSRX (1.97). VMVIX return over 5 years is better than : 65.08 vs. FBSRX (34.65).
| 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 | 5.987 | 5.177 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 773M | 31B | 2% |
| Annual Yield % from dividends | 0.93 | 2.10 | 44% |
| Returns for 1 year | 1.97 | 7.67 | 26% |
| Returns for 3 years | 8.89 | 17.46 | 51% |
| Returns for 5 years | 34.65 | 65.08 | 53% |
| Returns for 10 years | -4.29 | 87.80 | -5% |
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