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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$37.61
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets790.13M
FBSIX vs MVCAX Comparison Chart
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FBSIX vs. MVCAX commentary
Jan 19, 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 Hold and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.6B vs. FBSIX (790M). FBSIX pays higher dividends than MVCAX: FBSIX (1.38) vs MVCAX (1.16). FBSIX was incepted earlier than MVCAX: FBSIX (12 years) vs MVCAX (23 years). FBSIX is a more actively managed with annual turnover of: 64.21 vs. MVCAX (19.00). 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 : 10.43 vs. MVCAX (9.50). MVCAX return over 5 years is better than : 30.79 vs. FBSIX (10.08).
| FBSIX | MVCAX | FBSIX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 3.069 | 2.966 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 790M | 17.6B | 4% |
| Annual Yield % from dividends | 1.38 | 1.16 | 119% |
| Returns for 1 year | 10.43 | 9.50 | 110% |
| Returns for 3 years | 1.50 | 2.65 | 57% |
| Returns for 5 years | 10.08 | 30.79 | 33% |
| Returns for 10 years | -5.27 | 74.34 | -7% |
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