Ad is loading...
FBSAX vs MVCAX
FBSAX vs MVCAX Comparison
Open Charts FBSAX vs MVCAX
Franklin Mutual U.S. Mid Cap Value Adv
Price$35.32
Change-$1.90 (-5.10%)
VolumeN/A
Net Assets763.27M
FBSAX vs MVCAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FBSAX vs. MVCAX commentary
Apr 05, 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 Hold and MVCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.9B vs. FBSAX (763M). 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 : -0.09 vs. MVCAX (-4.59). MVCAX return over 5 years is better than : 96.65 vs. FBSAX (76.63).
| 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 | 1.555 | -1.369 | -114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 16.9B | 5% |
| Annual Yield % from dividends | 1.42 | 0.90 | 158% |
| Returns for 1 year | -0.09 | -4.59 | 2% |
| Returns for 3 years | 1.73 | 0.73 | 236% |
| Returns for 5 years | 76.63 | 96.65 | 79% |
| Returns for 10 years | -9.63 | 55.23 | -17% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| NEA | 11.23 | 0.03 | +0.27% |
| Nuveen AMT-Free Quality Municipal Income Fund | |||
| BGLD | 20.95 | -0.07 | -0.35% |
| FT Vest Gold Strategy Qt Buffer ETF | |||
| GWX | 31.38 | -0.60 | -1.88% |
| SPDR® S&P® International Small Cap ETF | |||
| COPJ | 19.29 | -0.52 | -2.60% |
| Sprott Junior Copper Miners ETF | |||
| ISCB | 51.56 | -3.66 | -6.64% |
| iShares Morningstar Small-Cap ETF | |||