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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-$0.58 (-1.52%)
VolumeN/A
Net Assets798.99M
FBSIX vs MVCAX Comparison Chart
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FBSIX vs. MVCAX commentary
Feb 23, 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 StrongBuy and MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.7B vs. FBSIX (799M). 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 : 8.36 vs. MVCAX (4.05). MVCAX return over 5 years is better than : 30.60 vs. FBSIX (14.58).
| 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 | 4.823 | 2.249 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 799M | 17.7B | 5% |
| Annual Yield % from dividends | 1.38 | 1.16 | 119% |
| Returns for 1 year | 8.36 | 4.05 | 206% |
| Returns for 3 years | 5.78 | 4.80 | 120% |
| Returns for 5 years | 14.58 | 30.60 | 48% |
| Returns for 10 years | -6.92 | 63.59 | -11% |
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