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FCBSX vs VMVIX
FCBSX vs VMVIX Comparison
Open Charts FCBSX vs VMVIX
Franklin Mutual U.S. Mid Cap Value C
Price$34.65
Change-$0.17 (-0.49%)
VolumeN/A
Net Assets773.07M
Vanguard Mid-Cap Value Index Investor
Price$66.94
Change-$0.25 (-0.37%)
VolumeN/A
Net Assets31.04B
FCBSX vs VMVIX Comparison Chart in %
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FCBSX vs. VMVIX commentary
Aug 17, 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 FCBSX is a Buy and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 31B vs. FCBSX (773M). VMVIX pays higher dividends than FCBSX: VMVIX (2.10) vs FCBSX (0.45). FCBSX was incepted earlier than VMVIX: FCBSX (24 years) vs VMVIX (19 years). FCBSX (1.67) is less costly to investors than VMVIX (0.19). FCBSX is a more actively managed with annual turnover of: 37.84 vs. VMVIX (19.00). FCBSX has a lower initial minimum investment than VMVIX: FCBSX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 7.67 vs. FCBSX (1.11). VMVIX return over 5 years is better than : 65.08 vs. FCBSX (30.84).
| FCBSX | VMVIX | FCBSX / VMVIX | |
| Total Expense Ratio | 1.65 | 0.19 | 868% |
| Annual Report Gross Expense Ratio | 1.67 | 0.19 | 879% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 5.672 | 5.177 | 110% |
| 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 | 0.45 | 2.10 | 21% |
| Returns for 1 year | 1.11 | 7.67 | 15% |
| Returns for 3 years | 7.25 | 17.46 | 42% |
| Returns for 5 years | 30.84 | 65.08 | 47% |
| Returns for 10 years | -9.24 | 87.80 | -11% |
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