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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$35.17
Change+$0.47 (+1.35%)
VolumeN/A
Net Assets708.34M
FBSAX vs MVCAX Comparison Chart
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FBSAX vs. MVCAX commentary
Apr 26, 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 FBSAX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.8B vs. FBSAX (708M). FBSAX pays higher dividends than MVCAX: FBSAX (1.42) vs MVCAX (0.90). FBSAX was incepted earlier than MVCAX: FBSAX (24 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than FBSAX (0.67). FBSAX is a more actively managed with annual turnover of: 64.21 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than FBSAX: MVCAX (1000) vs FBSAX (100000). FBSAX annual gain was more profitable for investors over the last year : -4.01 vs. MVCAX (-8.95). MVCAX return over 5 years is better than : 59.24 vs. FBSAX (46.94).
| FBSAX | MVCAX | FBSAX / MVCAX | |
| Total Expense Ratio | 0.65 | 0.99 | 66% |
| Annual Report Gross Expense Ratio | 0.67 | 1.00 | 67% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | -5.321 | -8.149 | 65% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 708M | 15.8B | 4% |
| Annual Yield % from dividends | 1.42 | 0.90 | 158% |
| Returns for 1 year | -4.01 | -8.95 | 45% |
| Returns for 3 years | -2.84 | -4.00 | 71% |
| Returns for 5 years | 46.94 | 59.24 | 79% |
| Returns for 10 years | -16.32 | 45.33 | -36% |
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