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FBSAX vs MVCAX
FBSAX vs MVCAX Comparison
Open Charts FBSAX vs MVCAX
Franklin Mutual U.S. Mid Cap Value Adv
Price$40.85
Change-$0.13 (-0.32%)
VolumeN/A
CapitalizationN/A
FBSAX vs MVCAX Comparison Chart
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FBSAX vs. MVCAX commentary
Nov 18, 2024
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 FBSAX is a StrongBuy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.9B vs. FBSAX (813M). FBSAX pays higher dividends than MVCAX: FBSAX (1.29) vs MVCAX (1.16). FBSAX was incepted earlier than MVCAX: FBSAX (24 years) vs MVCAX (23 years). FBSAX is a more actively managed with annual turnover of: 64.21 vs. MVCAX (19.00). MVCAX has a lower initial minimum investment than FBSAX: MVCAX (1000) vs FBSAX (100000). MVCAX annual gain was more profitable for investors over the last year : 26.84 vs. FBSAX (23.56). MVCAX return over 5 years is better than : 49.25 vs. FBSAX (14.77).
| FBSAX | MVCAX | FBSAX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | 14.011 | 17.801 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 813M | 17.9B | 5% |
| Annual Yield % from dividends | 1.29 | 1.16 | 111% |
| Returns for 1 year | 23.56 | 26.84 | 88% |
| Returns for 3 years | -3.24 | 8.55 | -38% |
| Returns for 5 years | 14.77 | 49.25 | 30% |
| Returns for 10 years | -18.65 | 78.64 | -24% |
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