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FRBSX vs VMVAX
FRBSX vs VMVAX Comparison
Open Charts FRBSX vs VMVAX
Franklin Mutual U.S. Mid Cap Value A
Price$36.89
Change+$0.36 (+0.99%)
VolumeN/A
Net Assets768.61M
Vanguard Mid-Cap Value Index Admiral
Price$90.37
Change+$1.14 (+1.28%)
VolumeN/A
Net Assets32.03B
FRBSX vs VMVAX Comparison Chart in %
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FRBSX vs. VMVAX commentary
Sep 29, 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 FRBSX is a Hold and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32B vs. FRBSX (769M). VMVAX pays higher dividends than FRBSX: VMVAX (2.15) vs FRBSX (1.15). FRBSX was incepted earlier than VMVAX: FRBSX (36 years) vs VMVAX (14 years). FRBSX (0.92) is less costly to investors than VMVAX (0.07). FRBSX is a more actively managed with annual turnover of: 37.84 vs. VMVAX (19.00). FRBSX has a lower initial minimum investment than VMVAX: FRBSX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 4.84 vs. FRBSX (-1.28). VMVAX return over 5 years is better than : 77.27 vs. FRBSX (42.28).
| FRBSX | VMVAX | FRBSX / VMVAX | |
| Total Expense Ratio | 0.90 | 0.07 | 1,286% |
| Annual Report Gross Expense Ratio | 0.92 | 0.07 | 1,314% |
| Fund Existence | 36 years | 14 years | - |
| Gain YTD | 6.495 | 7.933 | 82% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 769M | 32B | 2% |
| Annual Yield % from dividends | 1.15 | 2.15 | 53% |
| Returns for 1 year | -1.28 | 4.84 | -26% |
| Returns for 3 years | 30.47 | 43.23 | 70% |
| Returns for 5 years | 42.28 | 77.27 | 55% |
| Returns for 10 years | 4.97 | 117.94 | 4% |
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