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FBSIX vs MVCAX
FBSIX vs MVCAX Comparison
Open Charts FBSIX vs MVCAX
Franklin Mutual U.S. Mid Cap Value R6
Price$34.03
Change+$0.21 (+0.62%)
VolumeN/A
Net Assets693.93M
FBSIX vs MVCAX Comparison Chart
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FBSIX vs. MVCAX commentary
Apr 18, 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 FBSIX is a Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 15.4B vs. FBSIX (694M). FBSIX pays higher dividends than MVCAX: FBSIX (1.51) vs MVCAX (0.90). FBSIX was incepted earlier than MVCAX: FBSIX (12 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than FBSIX (0.60). FBSIX is a more actively managed with annual turnover of: 64.21 vs. MVCAX (27.00). MVCAX has a lower initial minimum investment than FBSIX: MVCAX (1000) vs FBSIX (1000000). FBSIX annual gain was more profitable for investors over the last year : -3.82 vs. MVCAX (-8.14). MVCAX return over 5 years is better than : 54.79 vs. FBSIX (40.94).
| FBSIX | MVCAX | FBSIX / MVCAX | |
| Total Expense Ratio | 0.56 | 0.99 | 57% |
| Annual Report Gross Expense Ratio | 0.60 | 1.00 | 60% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -7.317 | -9.648 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 694M | 15.4B | 5% |
| Annual Yield % from dividends | 1.51 | 0.90 | 168% |
| Returns for 1 year | -3.82 | -8.14 | 47% |
| Returns for 3 years | -6.05 | -6.94 | 87% |
| Returns for 5 years | 40.94 | 54.79 | 75% |
| Returns for 10 years | -18.13 | 42.27 | -43% |
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