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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$36.11
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets736.22M
FBSIX vs MVCAX Comparison Chart
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FBSIX vs. MVCAX commentary
May 12, 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: 16.5B vs. FBSIX (736M). FBSIX pays higher dividends than MVCAX: FBSIX (1.55) vs MVCAX (0.93). FBSIX was incepted earlier than MVCAX: FBSIX (12 years) vs MVCAX (24 years). MVCAX (1.00) is less costly to investors than FBSIX (0.59). FBSIX is a more actively managed with annual turnover of: 37.84 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 : -0.94 vs. MVCAX (-8.04). MVCAX return over 5 years is better than : 58.60 vs. FBSIX (47.14).
| FBSIX | MVCAX | FBSIX / MVCAX | |
| Total Expense Ratio | 0.56 | 0.99 | 57% |
| Annual Report Gross Expense Ratio | 0.59 | 1.00 | 59% |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | -1.041 | -4.042 | 26% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 736M | 16.5B | 4% |
| Annual Yield % from dividends | 1.55 | 0.93 | 167% |
| Returns for 1 year | -0.94 | -8.04 | 12% |
| Returns for 3 years | 8.38 | 6.20 | 135% |
| Returns for 5 years | 47.14 | 58.60 | 80% |
| Returns for 10 years | -12.88 | 51.61 | -25% |
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